The following are notes from the 29th Annual 2024 New York Sohn Investment Conference, which took place on April 3rd, 2024. Stay tuned for more as we update this article with more in-depth insights.
Gor Ter-Grigoryan occupies the position of Chief Investment Officer & Managing Partner at Sellaronda Global Management LP. He previously was Partner at Cadian Capital Management LP, Principal at Evercore Capital Partners, Associate for Apax Partners, Inc. and Principal at Axon Capital LP. He received an undergraduate degree from the University of Pennsylvania.
Key points
- Schibsted: Vertical Marketplace Winner
- Founded 1839
- Active capital allocation in M&A, venture, spinoffs and divestitures
- 185 year old Media Conglomerate
- 50% of rev and 25% of profits from newspapers
- Early innings of exercising pricing power in RE...
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