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2019 Sohn Investment Conference Notes: Scott Goodwin – Short Plastipak

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Jacob Wolinsky
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Rough notes of Scott Goodwin, the Managing Partner of Diameter Capital Partners, 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

Plastic
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Scott Goodwin (Diameter Capital Partners) Short: Plastipak Holdings

Scott Goodwin is the Co-Founder and Managing Partner of Diameter Capital Partners, an investment firm that focuses on the full spectrum of credit investing, from performing to distressed. As Portfolio Manager, he focuses on managing the sizing, security selection, gross/net exposures and overall risk of the fund while also managing...

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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