2009 Ira Sohn Conference Stock Picks
May 28th, 2009
Peter Thiel, Clarium Capital: fade recovery, commodity inflation, deflation of owned assets
Joseph Healey, HealthCor Partners: Long Valeant Pharmaceuticals (VRX), Long Hologic (HOLX), Long Life Technologies (LIFE)
Mark Kindgon, Kingdon Capital: Long Bank of America (BAC)
Steve Mandel, Lone Pine Capital: Long Strayer Education (STRA)
Jim Chanos, Kynikos Associates: Short for-profit education companies, Short high margin health-care companies like Lincare Holdings (LNCR)
Lee Hobson, Highside Capital: Long Millicon International (MICC), Short Ritchie Bros. (RBA)
David Einhorn, Greenlight Capital: Short Moody’s (MCO)
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