user avatar
Sohn Conference Foundation
@SohnConf
The Sohn Conference Foundation is dedicated to the treatment and cure of today’s most pressing public health priorities.
New York, NY
sohnconference.org
Joined February 2013
363
Following
5,896
Followers
Posts
  • user avatar
    Sohn Conference Foundation
    @SohnConf
    May 12, 2021
    Albert Wang is this year’s Idea Contest winner. His idea is long Twilio (TWLO), a communications API provider. TWLO’s network is large, robust, and has no obvious competitors. The business model reminds him of AWS, Stripe and Snowflake, three modestly valued companies.
  • user avatar
    Sohn Conference Foundation
    @SohnConf
    May 12, 2021
    Next up, John Collison (Stripe) and Dan Sundheim (D1). Dan would pick Amazon over the other FAAMG stocks, if he had to choose one to hold for decades, believing it trades ~20x D1's estimate of 2023 GAAP EPS.
  • user avatar
    Sohn Conference Foundation
    @SohnConf
    Apr 23, 2018
    The @SohnIdeaContest winner is Andrew Walker of Rangeley Capital. He's walking us through his submission on La Quinta $LQ, where he sees 50% upside. #Sohn2018
  • user avatar
    Sohn Conference Foundation
    @SohnConf
    Apr 9, 2024
    Nikhil Daftary of NK Capital pitches Couche-Tard at #Sohn2024 youtu.be/iJo7pSsvt7c?si…
    6.6K
  • user avatar
    Sohn Conference Foundation
    @SohnConf
    May 30, 2018
    Mark your presence at #SohnIndia2018 to witness this stellar speaker line-up. Save the date: 4th Jun'18 at Grand Hyatt, Mumbai. Register now for a noble cause: goo.gl/5HktQH @CNBCTV18Live @MotilalOswalLtd @Raamdeo @1shankarsharma @SunilBSinghania @nikhil11 @CNBCTV18News
  • user avatar
    Sohn Conference Foundation
    @SohnConf
    May 12, 2021
    Dan thinks short selling is positive for markets, but not a good use of time for his firm, and has de-emphasized it after the period of volatility experienced in January
  • user avatar
    Sohn Conference Foundation
    @SohnConf
    Apr 24, 2018
    Andrew Walker, winner of this year's Sohn Idea Contest, on CNBC's Halftime Report @HalftimeReport @CNBC @SohnIdeaContest @AndrewRangeley #Sohn2018
  • user avatar
    Sohn Conference Foundation
    @SohnConf
    Nov 30, 2017
    Announcing the Sohn Investment Idea Contest winner, sponsored by @GLG: Rado Bradistilov for his long pitch on Intertrust, a Dutch financial services company. #SohnLondon2017
  • user avatar
    Sohn Conference Foundation
    @SohnConf
    May 12, 2021
    Ram sees subscribers growing 8x to 16M between now and 2025, which implies $15B of high-margin revenue, and a stock price over $300. The “blue sky” scenario is 100m subscribers, implying 20x upside from here. The bike may be stationary but the stock won't be!
  • user avatar
    Sohn Conference Foundation
    @SohnConf
    Jan 21, 2025
    Join us in celebrating 30 years of impact at the Sohn Investment Conference on May 14 in NYC. Hear from leading investors like @StevenACohen2 @davidein @DanielSLoeb1 and more for a dynamic day of exclusive market insights. Tickets on sale now: sohnconference.org/sohn2025 #Sohn2025
    2.3K
  • user avatar
    Sohn Conference Foundation
    @SohnConf
    May 3, 2018
    The 23rd Annual Sohn Investment Conference was a resounding success. Thank you for your support! #sohn2018
  • user avatar
    Sohn Conference Foundation
    @SohnConf
    May 12, 2021
    Now she’s using a lot of science jargon—"Inhibiting FGFR3 for Achondroplasia” and “Stabilizing ATTR for ATTR Amyloidosis”. She seems super smart, so we’re going to trust her on this stuff…
  • user avatar
    Sohn Conference Foundation
    @SohnConf
    Dec 21, 2017
    Happy Holidays from Sohn, Save the Date April 23http://mailchi.mp/sohnconference/happy-holidays-from-sohn-save-the-date-april-23
  • user avatar
    Sohn Conference Foundation
    @SohnConf
    Mar 31, 2018
    A must-read from @jlppfeffer, partner at Pfeffer Capital and speaker at this year’s Sohn Conference #Sohn2018
    user avatar
    John Pfeffer
    @jlppfeffer
    Dec 29, 2017
    I just published the latest version of “An (Institutional) Investor’s Take on Cryptoassets” medium.com/john-pfeffer/a…