The Excellence in Investing for Children's Causes Foundation hosted its 14th annual Sohn San Francisco Investment Conference was held on September 16th, 2023.
Below are notes from the Next Wave session, in which Blue Duck Capital's Founder presents his long idea on Altus Power Inc (NYSE:AMPS) and Alta Fox Capital's Founder presents his long idea on Humble Group AB (STO:HUMBLE).
Next Wave Sohn San Francisco Session
Alex Beinfield - Blue Duck Capital
- Was short SVB
- Went to Trinity, varsity athlete
- Market cap agnostic
- Based in Manhattan Beach, CA
- Started at $4M in 2020,...