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Sohn Conference Foundation Profile
Sohn Conference Foundation

@SohnConf

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The Sohn Conference Foundation is dedicated to the treatment and cure of today’s most pressing public health priorities.

New York, NY
Joined February 2013
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@SohnConf
Sohn Conference Foundation
3 years
Albert Wang is this year’s Idea Contest winner. His idea is long Twilio (TWLO), a communications API provider. TWLO’s network is large, robust, and has no obvious competitors. The business model reminds him of AWS, Stripe and Snowflake, three modestly valued companies.
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@SohnConf
Sohn Conference Foundation
3 years
Next up, John Collison (Stripe) and Dan Sundheim (D1). Dan would pick Amazon over the other FAAMG stocks, if he had to choose one to hold for decades, believing it trades ~20x D1's estimate of 2023 GAAP EPS.
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@SohnConf
Sohn Conference Foundation
6 years
The @SohnIdeaContest winner is Andrew Walker of Rangeley Capital. He's walking us through his submission on La Quinta $LQ, where he sees 50% upside. #Sohn2018
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@SohnConf
Sohn Conference Foundation
6 years
Mark your presence at #SohnIndia2018 to witness this stellar speaker line-up. Save the date: 4th Jun'18 at Grand Hyatt, Mumbai. Register now for a noble cause: @CNBCTV18Live @MotilalOswalLtd @Raamdeo @1shankarsharma @SunilBSinghania @nikhil11 @CNBCTV18News
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@SohnConf
Sohn Conference Foundation
4 months
Nikhil Daftary of NK Capital pitches Couche-Tard at #Sohn2024
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@SohnConf
Sohn Conference Foundation
3 years
Dan thinks short selling is positive for markets, but not a good use of time for his firm, and has de-emphasized it after the period of volatility experienced in January
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@SohnConf
Sohn Conference Foundation
6 years
Andrew Walker, winner of this year's Sohn Idea Contest, on CNBC's Halftime Report @HalftimeReport @CNBC @SohnIdeaContest @AndrewRangeley #Sohn2018
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@SohnConf
Sohn Conference Foundation
7 years
Announcing the Sohn Investment Idea Contest winner, sponsored by @GLG : Rado Bradistilov for his long pitch on Intertrust, a Dutch financial services company. #SohnLondon2017
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@SohnConf
Sohn Conference Foundation
3 years
Ram sees subscribers growing 8x to 16M between now and 2025, which implies $15B of high-margin revenue, and a stock price over $300. The “blue sky” scenario is 100m subscribers, implying 20x upside from here. The bike may be stationary but the stock won't be!
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@SohnConf
Sohn Conference Foundation
3 years
Now she’s using a lot of science jargon—"Inhibiting FGFR3 for Achondroplasia” and “Stabilizing ATTR for ATTR Amyloidosis”. She seems super smart, so we’re going to trust her on this stuff…
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@SohnConf
Sohn Conference Foundation
6 years
The 23rd Annual Sohn Investment Conference was a resounding success. Thank you for your support! #sohn2018
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@SohnConf
Sohn Conference Foundation
7 years
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@SohnConf
Sohn Conference Foundation
6 years
A must-read from @jlppfeffer , partner at Pfeffer Capital and speaker at this year’s Sohn Conference #Sohn2018
@jlppfeffer
John Pfeffer
7 years
I just published the latest version of “An (Institutional) Investor’s Take on Cryptoassets”
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@SohnConf
Sohn Conference Foundation
6 years
Next up is Chamath Palihapitiya of Social Capital pitching his long view on artificial intelligence. @chamath @socialcapital at #Sohn2018
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@SohnConf
Sohn Conference Foundation
3 years
PTON subscribers work out 25 times per month (wow!), so the cost per workout is lower than going to a gym. Customers love Peloton (94 NPS), and the high gross profits of the hardware pay for the CAC of the subscription.
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@SohnConf
Sohn Conference Foundation
3 years
Investing in biotech is risky. Only 10% of Phase 1 drugs are approved, so companies don't design effective trials. “They don’t want to know” if their drugs don’t work, which is kind of a scary thought. BBIO has >20 programs, and wants to “follow the science” and “fail fast”.
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@SohnConf
Sohn Conference Foundation
5 years
Parvinder Thiara at Athanor Capital speaks about Brazil Real GDP drawdown #sohn2019 #sohnconf19 #sumzero
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@SohnConf
Sohn Conference Foundation
4 months
Did you miss this year's Sohn New York conference? Select videos from the event are now available on our YouTube channel: #Sohn2024
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@SohnConf
Sohn Conference Foundation
7 years
Daniel Schwartz from York Capital is long on Long Consolidated Communications (CNSL), gives it a $25 per share price target #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
7 years
Sohn Tel Aviv 2017 kicks off with ringing the bell of the TASE #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
3 years
His stock pick is long Hello Fresh (), calling it “possibly the best business model I’ve seen in twenty years.” They deliver meal kits, mostly in the US and Europe. There’s an ESG angle here, due to less food waste and emissions.
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@SohnConf
Sohn Conference Foundation
7 years
Larry Robbins of Glenview Capital publicly pledged $1m to the Sohn Conference Foundation to close out #Sohn2017
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@SohnConf
Sohn Conference Foundation
3 years
Ram Parameswaran is the first Next Wave presenter and a former partner at Altimeter. He is the founder of Octahedron Capital, a crossover investment firm that takes concentrated positions in internet-scale businesses. They are long Peloton (PTON).
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@SohnConf
Sohn Conference Foundation
5 years
Congratulations to this year's @SohnIdeaContest Presented by @GLG winner, Tariq Barma. Watch his appearance on @CNBC @HalftimeReport here - . #Sohn2019
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@SohnConf
Sohn Conference Foundation
6 years
live on @CNBC with @esohn and @dylan_adelman - 2017 Sohn Idea Contest winner
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@SohnConf
Sohn Conference Foundation
7 years
Correction: David Einhorn short on Core Laboratories $CLB at #Sohn2017
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@SohnConf
Sohn Conference Foundation
7 years
Guy Gottfried from Rational Investment Group, LP is long TerraVest (TVK.TO), believes return to shareholders over 100% in coming 3 years #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
8 years
New @sloan_kettering study uncovers why #cancer cells stay in the body for years after successful treatment
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@SohnConf
Sohn Conference Foundation
6 years
Thank You from The Sohn Investment Conference. Download available speaker presentation slides
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@SohnConf
Sohn Conference Foundation
5 years
It’s a beautiful day for The Sohn Investment Conference in Partnership with @CNBC ! See you at @Lincoln center.
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@SohnConf
Sohn Conference Foundation
4 months
Thank you to all the speakers and attendees who joined us for our 2024 NY event. Huge thanks to our partner @CNBC , our @SohnIdeaContest presenting sponsor @GLG , and all of our supporters for making it possible and raising funds for @RockefellerUniv . See you May 14, 2025!
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@SohnConf
Sohn Conference Foundation
6 years
"When I hear 2.2bn users, I hear 2.2bn compliance breaches." @TruthGundlach is short on Facebook $FB while pairing the trade with a long on S&P Oil and Gas $XOP at #Sohn2018
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@SohnConf
Sohn Conference Foundation
8 years
We are thrilled to announce the all-star speaker lineup for #Sohn2016 , featuring the world's top investors
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@SohnConf
Sohn Conference Foundation
5 years
Global Chairs at the 2019 Sohn Investment Conference. #sohn2019 #sohnconf19 @CNBC
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@SohnConf
Sohn Conference Foundation
7 years
Welcome to all those attending The 2017 Sohn Investment Conference NYC! Doors are officially open! #Sohn2017
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@SohnConf
Sohn Conference Foundation
7 years
Sohn Idea Contest Winner from @Penn holds his own "The Kid" vs. @jimcramer @CNBC @HalftimeReport
@HalftimeReport
CNBC Halftime Report
7 years
Cramer vs. the kid! Thanks to Dylan Adelman winner of @SohnIdeaContest for appearing on today's show & debating @jimcramer $EBAY $PYPL
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@SohnConf
Sohn Conference Foundation
7 years
Seth Fischer from Oasis Management is bullish on Korea’s KAI at #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
7 years
Sohn Investment Idea Contest Sponsored by GLG Launches in Advance of 22nd Annual Sohn Investment Conference
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@SohnConf
Sohn Conference Foundation
7 years
Debra Fine from Fine Capital Partners is bullish on Scientific Games (SGMS), believes fair value at $80 per share #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
7 years
The Sohn Conference the premiere investment conference. May 8th. Lincoln Center. #Sohn2017
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@SohnConf
Sohn Conference Foundation
6 years
The winner of the 2018 Sohn London Idea Conference is Nelson Dong, who pitches a long of Insurance Auto Auctions, a spin-off from KAR, an auto auction company. You can wait for IAA to start trading after the coming spin-off or can buy KAR now. Proposed 43% upside. #SohnLDN
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@SohnConf
Sohn Conference Foundation
6 years
Li Ran sees GrubHub $GRUB going to $160/share, but acknowledges the strong competition risks involved. She's confident in the good decisions of GrubHub management over the last few years mitigate this risk. #Sohn2018
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@SohnConf
Sohn Conference Foundation
3 years
Now speaking, Josh Wolfe and Bob Nelsen, discussing the COVID vaccine and other healthcare topics. Bob seems generally optimistic about the US's situation with COVID. He also thinks that biotech advances within a decade will be able to reverse aging, which would be nice!
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@SohnConf
Sohn Conference Foundation
3 years
His bullish projections have long-term FCF margins over 28%, though he seems a tad aggressive on his SBC assumption. He sees the stock doubling using a 15x revenue multiple on 2024 estimates. Congratulations, Albert, and thank you to all Idea Contest participants!
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@SohnConf
Sohn Conference Foundation
7 years
@SHO_Billions Bobby Axelrod (Damien Lewis) gives kudos in special video message for #Sohn2017 !
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@SohnConf
Sohn Conference Foundation
5 years
Cars, planes and trains. A discussion with @davidein on why he’s short $GATX and long $AER. Why there are opportunities in the market for leasing aircrafts, and inefficiencies in the market for leasing railcars. #sohn2019 #sumzero @SumZero
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@SohnConf
Sohn Conference Foundation
8 years
And the Idea Contest winner is... Marc Grow of @Columbia_Biz , pitching a short bet on Dexcom #sohn2016
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@SohnConf
Sohn Conference Foundation
7 years
Sander Gerber from Hudson Bay Capital Management is long Liberty Broadbank (LBRTA) and is short Charter Communications (CHTR) at #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
7 years
Today Sohn announcing new groundbreaking neuroblastoma trial @hackensackUMC stay tuned for more details and follow @sohnideacontest for info
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@SohnConf
Sohn Conference Foundation
7 years
Debra Fine, Founder / President at Fine Capital Partners, now speaking at #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
6 years
Kacher likes Palo Alto Networks $PANW as a market winner in the cyber security space. He thinks rapidly growing portfolio, new customers, and subscription growth will drive the upside. #Sohn2018
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@SohnConf
Sohn Conference Foundation
5 years
Lauren Taylor Wolfe at Impactive Capital kicks off Next Wave Sohn. Impactive focus on strong management teams and activist investing $WYND #activism #sohn2019 #sohnconf19 #SohnConferences #sumzero
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@SohnConf
Sohn Conference Foundation
6 years
Sohn Conference Foundation Co-Founder, Vice President, and Treasurer Evan Sohn @esohn on @CNBC @HalftimeReport
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@SohnConf
Sohn Conference Foundation
7 years
Guy Gottfried, Founder & Managing Partner at Rational Investment Group, LP, now speaking at #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
7 years
Generous Sohn donors make the expansion of this neuroblastoma trial available for NJ children @hackensackUMC
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@SohnConf
Sohn Conference Foundation
3 years
Thanks to Dan and John for a wide-ranging discussion on investing and beyond. Thank you all for tuning in, and we look forward to seeing you all in person next year!
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@SohnConf
Sohn Conference Foundation
7 years
Today is #WorldCancerDay . Eli Manning received @SohnConf Courage Award for the incredible work he has done off the field @TackleKidsCancr
@TackleKidsCancr
TackleKidsCancer
7 years
Tonight’s the night! Tune in on FOX at 8pm EST to find out if Eli Manning is honored as the 2016 #WPMOY
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@SohnConf
Sohn Conference Foundation
8 years
Thank you @alice_marps @royalmarsden for sharing your moving story with us at the Sohn London Conference #SohnLDN2016
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@SohnConf
Sohn Conference Foundation
3 years
Tune into Sohn on May 12th for Part 2 of @wolfejosh and @rtnarch as they predict COVID’s path from here. They’re batting a 1000 so far, here is their prescient Sept 2020 Sohn conversation:
@wolfejosh
Josh Wolfe
4 years
“What’s the timeline + what happens next with COVID vaccine & therapeutics?” A quick 60sec take from my talk today with biotech’s plugged-in midas touch Bob Nelsen (ARCH) @rtnarch We spoke @SohnConf w/ @GrahamDuncanNYC to benefit covid research at @RockefellerUniv LISTEN: 📺👇
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@SohnConf
Sohn Conference Foundation
5 years
Ryan Heslop short on $CYH, examining the company’s cash flow and net debt per bed. Reality: a secular decline in patient volume in $CYH hospitals. #sohn2019 #sumzero @SumZero
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@SohnConf
Sohn Conference Foundation
6 years
The next speaker is Drew Dickson from Albert Bridge Capital. He pitches a long “software roll-up” that trades in both London and NYC called Micro Focus. Drew finds value here despite the company being an older enterprise software company. Stock is up 27x since 2005. #SohnLDN
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@SohnConf
Sohn Conference Foundation
7 years
Stuart Roden, Senior Partner / Chairman at Lansdowne Partners, now speaking at #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
7 years
Matthew Sidman from Three Bays Capital is long Summit Materials (SUM), believe it’s worth $66 per share #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
7 years
Next pitch comes from Per Johansson of Bodenholm Capital, who outlines a short position on ProSiebenSat.1 $PSM #SohnLDN2017
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@SohnConf
Sohn Conference Foundation
7 years
Stuart Roden from Lansdowne Partners is bullish on European equities, Arcelormittal (MT.AS), Lufthansa (LHA.DE) at #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
2 years
The 27th Annual Sohn Investment Conference is happening on June 9th, 2022! All proceeds from the Conference will be directed to Arc Institute, which will provide unrestricted funding for projects primed to advance the treatment of public health priorities.
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@SohnConf
Sohn Conference Foundation
7 years
Seth Fischer, Founder / CIO at Oasis Management, now speaking at #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
3 years
Instead of FCX at 16x EPS with declining production, he recommends Teck Resources (TECK), at 10x EPS. They are a diversified miner, split roughly evenly among met coal, zinc and copper. But copper will be ~50% of their revenues after they finish their Chilean mine expansion.
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@SohnConf
Sohn Conference Foundation
3 years
Next up for Next Wave is Ellen Hukkelhoven of Perceptive Advisors, a $9B life sciences fund. Her stock pick is long Bridgebio (BBIO).
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@SohnConf
Sohn Conference Foundation
5 years
@GCM , Medicare4All=Mandatory, Medicare=DOA, Buy HMOs: $CI $HUM $UNH, Buy Hospitals: $HCA $THC $UHS, Short Pharma on Pricing, Short $CC $MMM $PFAS #sohn2019 #sumzero @SumZero
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@SohnConf
Sohn Conference Foundation
4 years
Doing well by doing good - quarantine edition. Please join us for a special Sohn Conference event on 9/23– 90 minutes of investment ideas from some of healthcare’s finest minds. Proceeds support COVID-19 research at Rockefeller University.
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@SohnConf
Sohn Conference Foundation
7 years
Gillon Beck from FIMI Opportunity Funds is bullish on Ham-Let (HAML.TA) and on Unitronics Group (UNIT.TA) at #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
7 years
Dr. Eugene Kandel on stage now introducing the Panel Debate on "How Israel can Become a Start-up Financial Nation" #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
5 years
Announcing the 2019 Sohn Speaker Lineup in Partnership with @cnbc - now live at ! #Sohn2019
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@SohnConf
Sohn Conference Foundation
6 years
Our last speaker before the break: John Pfeffer of Pfeffer Capital talks crypto at #Sohn2018
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@SohnConf
Sohn Conference Foundation
3 years
There is a gold rush coming in electric vehicles, since powering them will require… lots of electricity. He showed a slide of EV stock logos (eg, Tesla, Nikola and Blink) with bubbles around them, saying they trade at multiples “that seem ambitious to people like me”. Shocking!
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@SohnConf
Sohn Conference Foundation
7 years
Bill Ackman LONG on $HHC #Sohn2017
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@SohnConf
Sohn Conference Foundation
7 years
Andrew Herenstein from Monarch Alternative Capital is long Toshiba equity () at #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
5 years
Matthew Smith founder of Deep Basin Capital is long $COG with 60 to 80 upside. Cabot’s one asset is Marcellus #energy #Sohn2019 #sohnconf19 #SohnConferences #sumzero
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@SohnConf
Sohn Conference Foundation
6 years
In celebration of International Women's Day, the Karen Leung Foundation is collaborating with artist and print designer Leanne Claxton. Leanne is launching an exclusive silk scarf for KLF and is generously donating 70% of each sale
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@SohnConf
Sohn Conference Foundation
3 years
His preferred way of playing the trend? Buy copper. EVs have 4x the copper content of ICE vehicles. Chargers, solar panels, and wind power all require lots of copper, and Goldman predicts 5M tons of demand growth by 2029, equal to16% of global demand.
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@SohnConf
Sohn Conference Foundation
7 years
Andrew Tsai, Co-Founder / CIO at Chalkstream Capital, now speaking at #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
7 years
ICYMI: Watch Bill Ackman’s full presentation from the 2017 Sohn Investment Conference #Sohn2017
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@SohnConf
Sohn Conference Foundation
5 years
It’s a beautiful day for The Sohn Investment Conference in Partnership with @CNBC ! See you at @lincolnmotorco center. @ David Geffen Hall
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@SohnConf
Sohn Conference Foundation
6 years
Register for the 23rd Annual Sohn Investment Conference in New York City's Lincoln Center on Monday, April 23 at #Sohn2018
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@SohnConf
Sohn Conference Foundation
7 years
Find out why the Sohn New York Investment Conference @SohnConf is @BizBash #1 NY Business & Financial Industry event May 8th, register now
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@SohnConf
Sohn Conference Foundation
6 years
August sees a bloated balance sheet, negative free cash flow, and misleading guidance from management as red flags on Eros $EROS #Sohn2018
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@SohnConf
Sohn Conference Foundation
7 years
Marcato believes $DECK can streamline core brands, recapitalize balance sheet, repurchase shares, and update management compensation structure to unlock value. #SohnSF2017
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@SohnConf
Sohn Conference Foundation
7 years
Industry Leaders To Gather At The 6th Annual Sohn London Investment Conference via @valuewalk
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@SohnConf
Sohn Conference Foundation
6 years
"Hungry but kitchen-challenged" people are turning to GrubHub $GRUB to feed themselves. Li Ran of Half Sky Capital is long, citing large addressable market, positive unit economics, and buy-in from restaurants. #Sohn2018
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@SohnConf
Sohn Conference Foundation
8 years
We are thrilled to honor @Giants QB Eli Manning with the Sohn-Manning Pediatric Cancer Survivorship Program at @HackensackUMC #sohn2016
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@SohnConf
Sohn Conference Foundation
7 years
Richard Mashaal, Founder / CIO at Senvest Management, now speaking at #Sohn2017 #SohnTLV2017
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@SohnConf
Sohn Conference Foundation
6 years
Oleg Nodelman of EcoR1 Capital takes the stage at Next Wave. He's pitching long on Ascendis Pharma $ASND and their growth hormone deficiency drug at #Sohn2018
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@SohnConf
Sohn Conference Foundation
3 years
Larry likes to discuss multiple ideas, and today is no exception. He begins by recommending “five highly undervalued management stories”: Three turnarounds—DXC, MYGN, and BKD—and two strong companies that he thinks are still undervalued—MCK and WAG.
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@SohnConf
Sohn Conference Foundation
8 years
And that's a wrap! Thanks to all who came out for #sohn2016
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@SohnConf
Sohn Conference Foundation
7 years
Muddy Waters sees undisclosed debt, inconsistencies in taxes, dubious growth in $MWH #Sohn2017
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@SohnConf
Sohn Conference Foundation
5 years
Tune in to @CNBC today at 12:30pm to watch Sohn Co-Founder, Evan Sohn discuss the 2019 Sohn Idea Contest Presented by @GLG with the 2018 Idea Contest winner! #Sohn2019 @SohnIdeaContest
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@SohnConf
Sohn Conference Foundation
5 years
Thank you to QCM for pledging proceeds from #SohnHK and for being a leader in the support of cancer research!
@QCMFunds
Quintessential Capital Management
5 years
We are pleased to notice that our long thesis, $AGN, presented in Hong Kong three weeks ago has just been validated by a $63b buyout by AbbVie. Congrats to QCM’s investors and to ⁦ @SohnConf ⁩ to which we have pledged 10% of our personal profit.
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@SohnConf
Sohn Conference Foundation
7 years
Sohn is proud to share this moving video showcased at Sohn NY highlighting impact of $1.5 Million grant @KidsAtColumbia
@KidsAtColumbia
Columbia Children's Health
7 years
Genetic testing helped save 1-year-old Connor’s life – and the lives of 4 of his family members. #Sohn2017 @SohnConf
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