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.
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...

