Someone must have had an odd sense of humor to name a conference in which the most prominent US hedge funds appear, after Robin Hood – it seems in the New Normal the prince of thieves takes from the Middle Class and gives… to himself. Snyde remarks aside, yesterday was Day 1 of the Robin Hood investor conference, with such speakers as David Einhorn and Dan Loeb putting on their best book-talking face and pitching their currently marketable ideas (which they have put on long ago and are likely selling into strength). Below is a summary of the top recommendations from Bloomberg.
- Greenlight’s Einhorn – long Micron (MU)
- Third Point’s Loeb – long Softbank (9984 JT)- owns $1b position
- Eagle’s Witmer – long Wyndham (WYN)
- Chilton’s Chilton – long WR Grace (GRA)
- Lakewood’s Bozza – short Opko Health (OPK)
- Pine River’s Kuhn – short Progressive (PGR)
- North Tide’s Laughlin – long Amedisys (AMED)
- Axel’s Nikolayevsky – long SolarCity (SCTY)
- HG Vora’s Vora – long Pinnacle (PNK)
- Maverick’s Ainslie – short Great Wall Motor (2333 HK)
But that was just an appetized for today when the big guns come out, including: Bill Ackman, Tiger’s Julian Robertson, Duquesne’s Stanley Druckenmiller, Tudor’s Paul Tudor Jones, Glenview’s Larry Robbins, JPMorgan’s Jamie Dimon and… Whitney Tilson pitching African real estate?
Those interested can watch the Bloomberg TV intervews at the following times:
- Barry Sternlicht 9:40am
- Ackman 10am
- Max Levchin 11:15am
- Druckenmiller 2pm
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via Zero Hedge http://feedproxy.google.com/~r/zerohedge/feed/~3/XaDpIIdwo9M/story01.htm Tyler Durden