Emerging From A Nasty Drawdown, Larry Robbins Has Three Essential Picks For 2018

Glenview Capital founder Larry Robbins is having a good year – one that he thinks might get better with the help of three stocks. Speaking at the Robin Hood Investment conference in New York City last week (stay tuned for much much more), Robbins announced his three new ideas, most of which had an angle the consensus hasn't yet recognized, Robbins thinks. Two were in the familiar healthcare space, one beaten down by a federal investigation that is presenting a value opportunity. Robbins likes to buy firms where the consensus just doesn’t get it: being beaten down, as his hedge fund was in 2015, is the point where certain investments pop back.

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