Every Sohn conference over the years raises funds for some important causes while bringing to light some excellent stock ideas from some very well-known managers. David Einhorn of Greenlight Capital presented at the Sohn New York conference on Wednesday to pitch a Belgian chemicals and plastics company — but not before he shared some interesting insight that should excite value investors.
See David Einhorn's latest investor letter here.
For the last several years, numerous headlines and many well-known fund managers have contributed to the debate over...