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2019 Sohn Investment Conference Notes: Chris Hansen, Valiant Capital Long RE Play

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Jacob Wolinsky
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Rough notes of Chris Hansen, the President and Founding Partner of Valiant Capital Management, 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

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Christopher R. Hansen (Valiant Capital Management L.P.) Long: Zillow (ZG)

Chris Hansen is the President and Founding Partner of Valiant Capital Management, L.P. a global long/short public and private equity firm based in San Francisco. Valiant’s investment objective is to generate superior long-term, risk adjusted returns by employing a flexible mandate that allows the...

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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