Social Capital CEO Chamath Palihapitiya speaks with CNBC’s Kelly Evans at the Sohn Conference about Box being his best investment idea for the year, as well as the growth of big data and consumers’ privacy rights.
Q1 hedge fund letters, conference, scoops etc
Premium coverage on the 2018 Sohn Conference in NY can be found here
Sohn Conference 2018 main event here
Chamath Palihapitiya explains why Box is his best idea at Sohn
Chamath Palihapitiya explains why Box is his best idea at Sohn from CNBC.
State of tech investing with Benchmark’s Bill Gurley
Bill Gurley, Benchmark general partner & early Uber investor, discusses his view on Uber after a workplace culture turnaround, Facebook’s brand after its data scandal and the state of tech investing.
State of tech investing with Benchmark’s Bill Gurley from CNBC.
Mangrove Partners’ Nathaniel August on his best idea at Sohn
Nathaniel August, Mangrove Partners founder, discusses his best idea presentation for Peabody Energy at the Sohn Conference.
Mangrove Partners’ Nathaniel August on his best idea at Sohn from CNBC.
Light Street’s Glen Kacher on his best idea at Sohn
Glen Kacher, Light Street, discusses his best idea presentation for Palo Alto Networks at the Sohn Conference.
Light Street’s Glen Kacher on his best idea at Sohn from CNBC.
Larry Robbins’s best stock picking ideas
Larry Robbins, Glenview Capital Management, discusses his best idea presentation for Amazon at the Sohn Conference.
Top hedge fund manager’s best stock picking ideas from CNBC.