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Sohn Investment Conference 2021 Coverage: Octahedron Capital, Glenernie Capital, David Einhorn and more

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Jacob Wolinsky
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The following is our rough coverage of the 2021 Sohn Investment Conference, which is being held virtually and features Brad Gerstner, Bill Gurley, Octahedron's Ram Parameswaran, Glenernie's Andrew Nunneley, and Lux's Josh Wolfe.

Q1 2021 hedge fund letters, conferences and more

Keep checking back as we will be updating this post as the conference goes on.

2021 Sohn Investment Conference

Brad Gerstner And Bill Gurley

Brad Gerstner - what is most overhyped?

Bill Gurley - saas is real but not all companies can trade at 30x sales but we might see more discernment

Brad Gerstner - underhyped?

Bill Gurley - consumer is not over ..good to be contrarian

Brad Gerstner -spacs around 5 years

Bill Gurley - likes...

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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