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2019 Sohn Investment Conference Notes: Michael Moritz And Patrick Collison On The Tech Landscape

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Jacob Wolinsky
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Rough notes of Michael Moritz, Partner at Sequoia Capital, and Patrick Collison, CEO of Stripe, 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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Michael Moritz, Partner, Sequoia Capital

Michael Moritz is a partner at Sequoia Capital, which he joined in 1986. He has helped Sequoia adjust to the profound changes in global technology and was one of the co-founders of its business in China and India as well as Sequoia Global Growth, a global technology fund; Sequoia...

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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