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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 make the games
  • Unique flywheel
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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available.FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid