Larry Robbins Long HMOs/Hospitals, Short 3M & Chemours: Sohn New York Conference | Value Investing News

Larry Robbins Long HMOs/Hospitals, Short 3M & Chemours: Sohn New York Conference

  • Next up is Larry Robbins of Glenview Capital who talked about the healthcare industry and shared a myriad of ideas, including long HMOs and hospitals, short pharma index, and short 3M (MMM) and short Chemours (CC).
  • Buy HMOs and hospitals.
  • Short Chemours - is also exposed to these PFAS lawsuits.
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