2023 Robin Hood Investors Conference – David Rosen Of Rubric Capital On His Two Best Stock Ideas

The following are notes from David Rosen's best investment ideas at the 11th annual J.P. Morgan / Robin Hood Investors Conference took place on October 24 and 25, 2023.

Best Idea: David Rosen (Rubric Capital)

A summary of David Rosen’s best investment ideas from Rubric:

Buy Teva (NYSE:TEVA) and Viatris (NASDAQ:VTRS):

• These stocks are currently down 60-70% but are seen as potential opportunities.
• Both companies are often viewed as “melting ice cubes” but are at inflection points.
• The generic market is also at an inflection point, with a supply response due to...

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