Aaron Cowen's Long Burger King & Liberty Global: Capitalize For Kids Sohn Canada Conference

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Aaron Cowen of Suvretta Capital who pitched long Burger King Worldwide (BKW) and long Liberty Global (LBTYA / LBTYK).

Aaron Cowen's Sohn Canada Presentation

Pitched LONG Burger King...

Sohn Conference San Francisco 2014 Notes: Ubben, Billick, McGuire & More

(via www.marketfolly.com)

The 5th Annual Sohn Conference San Francisco took took place on Wednesday October 29th.  MarketFolly was there to cover the event. Excellence SF is in partnership with the Sohn Conference Foundation and is focused on improving educational opportunities and life outcomes for underserved...

Make It Stick

(via www.barelkarsan.com)

How I wish I had access to the contents of this book earlier in my life. It would have saved me countless hours during formal education. In Make It Stick, Peter Brown shares the scientifically...

3 Things Two Weeks of Unemployment Taught Me About Stocks and Businesses

(via www.oldschoolvalue.com)

Most of you know that I’ve finally taken the leap to run old school value full time. Boy was it humbling to be encouraged by so many people who I’ve never met in person. What’s more, you shared my excitement which makes me even more determined to make old school value a better...

Chuck Akre at Capitalize For Kids Sohn Canada Conference

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Chuck Akre of Akre Capital Management who presented four case studies.

Chuck Akre's Sohn Canada Presentation

He presented four case studies of companies who have a successful capital...

Jody Lanasa's 2 Investment Ideas at Capitalize For Kids Sohn Canada Conference

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Jody Lanasa of Serengeti Asset Management who pitched long Fortress Investment Group (FIG) as well as long Kodak.

Jody Lanasa's Sohn Canada Presentation

$1.6B in assets, utilizes an...

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Shawn Foley's 2 Stock Picks at Capitalize For Kids Sohn Canada Conference

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Shawn Foley of Avenue Capital Group who pitched long YRC Worldwide (YRCW) and long Meritor (MTOR).

Shawn Foley's Sohn Canada Presentation

Manages the Avenue Capital US Strategy,...

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Michael Thompson's Presentation on Golar LNG: Capitalize For Kids Sohn Canada

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Michael Thompson of BHR Capital who pitched Golar LNG (GLNG) as a long.

Michael Thompson's Sohn Canada Presentation

Pitched LONG Golar LNG (GLNG). Has an upstream, midstream and...

Evan Vanderveer Long Keck Seng Investments & Fleetwood Corp at Capitalize For Kids Sohn Canada

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Evan Vanderveer of Vanshap Capital who pitched a long of Keck Seng Investments and long Fleetwood Corp.

Evan Vanderveer's Sohn Canada Presentation

Co-runs $45m AUM with a focus on...

Jacob Doft's Presentation on Intercontinental Exchange: Capitalize For Kids Sohn Canada

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Jacob Doft of Highline Capital who pitched long Intercontinental Exchange (ICE).

Jacob Doft's Sohn Canada Presentation

Runs a $2.5B firm with an equity L/S mandate. Started the firm...

Steven Shapiro Long Co-operative Bank at Capitalize For Kids Sohn Canada

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Steven Shapiro of Goldentree who pitched long Co-operative Bank in London (LON:CPBB)

Steven Shapiro's Sohn Canada Presentation

Pitched LONG Co-operative Bank, trades in London. It’s...

Jeff Hales' Presentation on Corby Spirit & Wine: Capitalize For Kids Sohn Canada Conference

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Jeff Hales of Alignvest Capital who pitched long Corby Spirit & Wine.

Jeff Hales' Sohn Canada Presentation

Co-runs a Long Short equity strategy with a focus in Canada. Mentioned...

Brian Zied Long Outerwall Presentation: Capitalize For Kids Sohn Canada

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Brian Zied of Charter Bridge Capital who pitched long Outerwall (OUTR).

Brian Zied's Sohn Canada Presentation

Runs a L/S Equity Strategy with a focus on consumer. Presented three...

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Jeff Smith Long Yahoo & MeadWestvaco at Capitalize For Kids Sohn Canada Conference

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Jeff Smith of Starboard Value who talked about various investments including Darden, Yahoo, and MeadWestvaco.

Jeff Smith's Sohn Canada Presentation

Spoke about being in the news with...

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Guy Gottfried's Presentation on Tree Island Steel & TerraVest: Capitalize For Kids Sohn Canada

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Guy Gottfried of Rational Investment Group who pitched longs of Tree Island Steel and TeraVest Capital.

Guy Gottfried's Sohn Canada Presentation

Pitched LONG Tree Island Steel. They...