2023 Sohn San Francisco Investment Conference: Favorite Stocks Of SoMa And Repertoire

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Jacob Wolinsky
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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…

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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.