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 Sohn San Francisco Investment Conference, in which SoMa Equity Partners' CIO presents his long idea on Roblox Corp (NYSE:RBLX) and Repertoire Partners' Founder presents his long idea on Ambac Financial Group, Inc. (NYSE:AMBC).
Sohn San Francisco Investment Conference
Gil Simon - SoMa Equity Partners
- IDEA: LONG Roblox Corp (NYSE:RBLX)
- We like to buy stocks before they’re fully understood
- It’s a platform for social gaming for younger generation
- Just a platform, they don’t make the games
- Unique flywheel
- They have more...
- They have more...