2023 Sohn San Francisco Investment Conference: Light Street And Philosophy Long Picks

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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 Light Street Capital’s Founder presents his long idea on JFrog Ltd (NASDAQ:FROG) and Philosophy Capital Management’s Founder presents his long idea on Bgc Group Inc (NASDAQ:BGC). Sohn San Francisco Investment Conference Glen Kacher – Light Street Capital Why should you care about software supply chain? We’re going to talk about a company that plays in this space We’re seeing dramatic effects of AI in programming…

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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.