2018 Sohn Conference Detailed Notes: Khoury, Li Ran, Gundlach

Detailed notes of John Khoury, Li Ran, Jeffrey Gundlach presentation from the 2018 Sohn Conference.

Q1 hedge fund letters, conference, scoops etc

Please see full notes (for subscribers) here

Excerpt

Li Ran

Please join me in welcoming Li Ran.

(19:20)

Thank you Keith for that kind introduction and for inviting me back this year. I am honored to be supporting such as good cause.

Whoops – you were supposed to have read that disclaimer.

So this top key just referred to the (inaudible) British beverage brand based in London but as you can tell from my accent I am no Brit. In fact I grew up one (inaudible) town bus ride away from here so this year I though let’s bring the action closer...