2023 Next Wave Sohn San Francisco: Islander Capital Likes This Stock And Foreword Capital Likes This Equity

HFA Padded
Jacob Wolinsky
Published on
Updated on

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 Islander Capital’s Co-Founder presents his long idea on Mattel Inc (NASDAQ:MAT) and Foreword Capital’s Founder presents his idea on 2U Convertible Bonds. Next Wave Sohn San Francisco Session David Semenza – Islander Capital Varsity goalie at Brown Worked at Cerberus (3 years) & Matrix (12 years) TMT, consumer, software & payments 40-60% target net return Born & raised in Hawaii – which is genesis for name First…

This content is exclusively for paying members of Hedge Fund Alpha

Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha

Don’t have an account?

Subscribe now and get 7 days free!
This article is only available for Premium Members
Subscribe today and get :
Insider Strategies and Letters to Shareholders from the Top Hedge Funds
Exclusive Access to coverage of Private, Closed-Door Investor Conferences
Hedge Fund Manager Research Currently Producing 21% – 40% Returns Annually

Don’t have an account?

Subscribe now and get 7 days free!
HFA Padded

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.