The following are notes from Jesse Cohn's presentation at the 29th Annual 2024 New York Sohn Investment Conference, which took place on April 3rd, 2024.
Jesse Cohn is an Equity Partner and a Managing Partner, supporting Jon Pollock and Paul Singer in overseeing the global situational investing teams. Mr. Cohn is also a member of the Management, Risk, Allocation and Global Situational Investment Committees at Elliott Investment Management L.P.
65B AUM, they are activists.
Value Investing + Manual Efforts
When Elliot is on the board companies realize 50% more value.
Company talk today is Etsy
Unique, Creative Handmade Goods
NPS scores are significantly higher than comp.
He notes "It doesn't compete...
