Rough notes of Ryan Heslop, Co-Founder and Portfolio Manager of Firefly Value Partners, 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

Ryan Heslop (Firefly Value Partners, LP) Long: Community Health Systems (CYH)
Ryan Heslop is a Portfolio Manager at Firefly Value Partners, which he co-founded in 2006. Firefly is an investment partnership focused on fundamental primary research and business analysis. Firefly invests with a long-term time horizon in a concentrated portfolio of deeply undervalued companies.
Firefly invests...

