Sohn London
HFA Staff
Sohn London
Sohn London
2025 Sohn London Conference: Hudson Bay’s Jason Cuttler – AI Could Drive S&P 500 To 9000
Sohn London
2025 Sohn London Conference: Boaz Weinstein “Storm Is Brewing” In REITs, BDCs; Pitches REIT & Trust Idea
Sohn London
2025 Sohn London Conference: Brummer & Partners’ Mattias Tharn Is Short This Swedish Midcap
Sohn London
2025 Sohn London Conference: The “Hail Mary Pass of A Dying Business” – Gotham Short Thesis on A Debt-Fueled Frenzy
Sohn London
2025 Sohn London Conference: Ex-Soros/Rentech PM Igor Kryca Likes This German Manufacturer
Sohn London
2025 Sohn London Conference: CIE’s Katie Moran Likes Stock Of This Dominant Brokerage
Sohn London
2025 Sohn London Conference: ARR’s Christian Putz – This Strong & Large Kazakh Bank Has A 15% Dividend Yield
Sohn London
2025 Sohn London Conference: Ex-Millennium Group Senior PM Priya Kodeeswaran Is Short This Mid-cap Tech Stock
Sohn London
2025 Sohn London Conference: Kernow’s Alyx Wood Makes Big Bet On This UK Insurer Which Could 5x
Sohn London
2025 Sohn London Conference: Vintra’s Avi Fruchter Likes This Polish Mid-cap Which Sells To Amazon
Markets & Macro
Fannie And Freddie: Promises Made, Promises Kept – Pershing Square
Hedge Fund News
Hedge Funds Deliver 2.1% In October As Macro Leads – Citco
Commentaries
Shareholder Yield Stock Profile: This Swedish Bank Has A Nice Dividend Yield
Commentaries
Shareholder Yield Stock Profile: Var Energi – 15% Dividend Yield
Hedge Fund News
Good Companies Stay Good: TCI’s Hohn On Building Eight-Year Positions And Avoiding Shorts
Delivering Alpha
2025 Delivering Alpha Conference: NYC RE Titans – Mayor Won’t Derail City; AI Cycle Is Pulling Talent And Capital Back To Manhattan
Delivering Alpha
2025 Delivering Alpha Conference: “Very Very Slowly and Then All of a Sudden” – Erdoes on the Agentic AI Tipping Point
Delivering Alpha
2025 Delivering Alpha Conference: Feature Engineering Before Alpha – Inside Leda Braga’s New Research Vertical at Systematica
Delivering Alpha
