I’ve been to a few Sohn conferences over the years, and while a lot of fun & for a good cause, my crazy schedule has led to my pumping the brakes a bit on traveling. I’ve written about hedge funds and their stock picks more than I care to admit on this blog and in my books. Below are a few summaries we’ve included from The Idea Farm (data source: AlphaClone) on how tracking today’s presenters through their public stock picks would have performed since 2000. Not bad!
Click to enlarge
GREENLIGHT
JANA
GLENVIEW
LONE PINE
APPALOOSA
