Top News
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2025 Sohn Montreal: Gallatin Point’s Matt Botein – Unlocking 100%+ Upside via Structural Opportunity in Insurance
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2025 Sohn Hong Kong – Triata’s Sean Ho Is Bullish on This Asian E-commerce Leader
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2025 Sohn Hong Kong: Oasis’ Seth Fischer Pitches This Japanese Mall Conversion Company
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2025 Sohn Hong Kong – Dawn Yu of Persistent Asset Partners on How to Spot Red Flags with Investment Managers
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2025 Sohn Hong Kong: Graham Rhodes of Longriver is Bullish on This Money Transfer Company
letters
Tom Russo Not Worried about Berkshire After Buffett’s Exit, And Why Nestle is like Pagoda [Q1 Letter]
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2025 Sohn Hong Kong: Jonathan Xiong Of Arrowpoint: Long China, Short Japan
letters
Dividend Powerhouse: Thornburg’s Equity Income Builder Delivers 11% YTD
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2025 Sohn Hong Kong: CHANGE’s Thea Jamison – This Hungarian Blue-chip Is An “Easy Double”
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2025 Sohn Hong Kong: Palliser’s James Smith – This High-Quality Japanese Manufacturer Has 90% Upside
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2025 Sohn Hong Kong: Wanyi Yao Of Apeiron Capital Is Bullish On This Undervalued & Dominant Mobility Platform
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2025 Sohn Hong Kong: Vatsal Mody On India’s Value Pharmacy Leveraging Vertical Integration
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2025 Sohn Montreal: Wen Shi Of Wellington Sees 2-3x Upside For This Pancreatic Cancer Leader
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2025 Sohn HK: Masaki Gotoh of TriVista Bets On This Stock Will Win From Myopia Epidemic
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2025 Sohn HK: Jay Kahn Of Flight Deck: 3X Upside On This Leader In Robotaxi
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2025 Sohn HK: Aalap Mahadevia Of Briarwood: Long India’s Overlooked “Fanatic” Real Estate Genius
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2025 Sohn HK: Damon Meng of Frontline – This Spanish Stock Could 4X On Massive Defense Spending
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Sohn HK: Ex-Coatue Analyst Vaibhav Singh Sees Triple-Digit EPS Growth in Indian Stock
