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Sohn Idea Contest Winner Tariq Barma: Short This Food Processor

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Jacob Wolinsky
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Rough notes of Sohn Idea contest winner Tariq Barma's short pitch on Lamb Weston Holdings Inc (NYSE:LW), from the 2019 Sohn Investment Conference which took place on the 6th of May.

See our full coverage of the 2019 Sohn Investment Conference here.

Q1 hedge fund letters, conference, scoops etc

Lamb Weston
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Tariq Barma Sohn Idea Contest Winner Short: Lamb Weston (LW)

Tariq Barma is the winner of the annual Sohn Idea Contest. His idea is that potato processor Lamb Weston (LW) is a short-selling candidate due to what Barma expects to be a ramp-up in capacity across the processing industry. The contest,...

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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