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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
  • ...

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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