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Sohn Investment Conference 2021 Coverage: Octahedron Capital, Glenernie Capital, David Einhorn and more

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Jacob Wolinsky
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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.

2021 Sohn Investment Conference

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...

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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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.