The Ira Sohn Hedge Fund Pitchfest Is Today; Here's How They Did Last Year

For 18 years, the Ira Sohn Conference has enabled hedge fund managers to pitch their best long (and short) ideas to the rest of the investing public. This year's speakers include Bill Ackman, David Einhorn, Jeff Gundlach, Jim Grant, and Paul Tudor Jones. Listen carefully, trade accordingly, but bear in mind the following table when judging just how masterful of the universe these guys really are...

Last year's performances...

h/t @ReformedBroker

Here is the schedule:

1205 Michael Novogratz
1220 Chris Shumway
1235 Jeffrey Gundlach
1250 Dan Ariely
1305 Philippe Laffont

INTERMISSION

1405 Larry Robbins
1420 Zach Schreiber
1450 James Grant
1505 William Ackman
1610 Paul Tudor Jones
1625 Joel Greenblatt and Idea Contest winner
1640 Mariko Gordon
1655 David Einhorn

And available at Bloomberg

Comments

[fonzannoon]

Proctor & Gamble? wow.

[Pladizow]

Perhaps Bass should stick to nickels?

But, what was their hedge to the call and what was fund performance?

[James_Cole]

Kyle Bass loll

[buzzsaw99]

cmg, that's original /s

[Relentless101]

People hear the name and take the words as prophecy. Sheeple bitch.

[wakablahh]

“You're in a horse race but you're thinking like a sheep. Sheep don't win horse races." - The Glass Castle

[Soul Glow]

Good calls Robbins and Meister!  

Wait, who the fuck are Robbins and Meiser?

[Dewey Cheatum Howe]

Anything that is tied directly or indirectly to the big brother surveillance state is going to be the big winners...

A rigged market will guarantee those most important to the state's interests don't lose their money.

You don't need these sock puppets to do your own research into technologies the companies are pushing and their ties to the club through .gov contracts/board of directors, etc.

[Professorlocknload]

Thar 'tis, just buy the largest campaign donor Defense Contractors and kick back in the easy chair.

Richard Maybury's right.

[Fuh Querada]

They pitch their ideas. So what do they actually buy themselves?

[Colonel Klink]

Conference of the 2% of which we cannot speak.

[HUGE_Gamma]

Suprised you kept your butt buddy Kyle Bass on the list with his erroneous call on DEX

[AdvancingTime]

These clown sare so confident and suave as are all the television and news commentators, politicians, and the experts that speak with such authority, I include the pundits and so called specialist. I must often remind myself that, you don't know that.

It is often not the message you put out, but how you project it. I can see you now, your head a bobbing and your arms moving all around, you state your case  with such brilliance and force that often we are swept away!

This rant below is in reference to all the pundits and so called experts, about all the words that spew from their mouths, about the reams of material they write, and the large quantity of often misstated facts they put forth.

http://brucewilds.blogspot.com/2012/03/you-dont-know-that.html