Sohn Investment Conference 2021 Coverage: Octahedron Capital, Glenernie Capital, David Einhorn and more

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Jacob Wolinsky
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The following is our rough coverage of the 2021 Sohn Investment Conference, which is being held virtually and features Brad Gerstner, Bill Gurley, Octahedron’s Ram Parameswaran, Glenernie’s Andrew Nunneley, and Lux’s Josh Wolfe. Q1 2021 hedge fund letters, conferences and more Keep checking back as we will be updating this post as the conference goes on. Brad Gerstner And Bill Gurley Brad Gerstner – what is most overhyped? Bill Gurley – saas is real but not all companies can trade at 30x sales but we might see more discernment Brad Gerstner – underhyped? Bill Gurley – consumer is not over…

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.