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Bill Gates, Baillie Gifford-Backed Ultrasound Company Butterfly Network Gets SPAC Deal
Friday, November 20, 2020 - 1:06pm | 591A low-cost portable ultrasound company is hitting the public market with a SPAC deal announced Friday. The SPAC Deal: Butterfly Network, a handheld portable ultrasound company, is merging with Longview Acquisition Corp (NYSE: LGVW). The deal values Butterfly Network at $1.5 billion. Longview...
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Top Ideas From The 2019 Sohn Conference: AerCap, Cigna, 3M, Zillow And More
Monday, May 6, 2019 - 4:55pm | 784Some of the best minds on Wall Street lent a peek into their portfolios at Monday’s Ira Sohn Investment Conference. Here are some of their recent plays. David Einhorn The Greenlight Capital founder is long AerCap Holdings N.V. (NYSE: AER) as it trades at a 50-percent discount to GATX...
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Ira Sohn 2017 Conference: Everything You Need To Know
Tuesday, May 9, 2017 - 2:48pm | 809Some of the largest and most successful investors in the world presented their best ideas this week at the Ira Sohn Conference in New York. In case you missed it, here’s some of the highlights from Benzinga Pro’s coverage of the event: Rundown Of Pro's Sohn Coverage Totem...
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One Year Later: A Look At The 2016 Ira Sohn Conference Picks
Monday, May 8, 2017 - 9:57am | 619The Sohn's Investment Conference brings together some of Wall Street's most notable hedge fund titans in support of a good cause. The event has raised more than $75 million globally over 20 years to fight pediatric cancer and other childhood diseases. As part of the event, hedge fund titans...
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Sohn Strategy: Go Long The Shorts, Short The Longs
Thursday, May 5, 2016 - 1:57pm | 578This year’s Ira Sohn Conference took place on Wednesday, and high-profile investors and fund managers gave attendees plenty of investment advice. Unfortunately, the track record of Ira Sohn presenters is not so great. Here’s a rundown of some of last year’s key stock picks: David...
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Ira Sohn Conference Live Blog: Movers, Shakers, Hedgie Comments
Monday, May 4, 2015 - 12:08pm | 3598The Ira Sohn conference -- one of the world's biggest investing conferences -- is happening now. As expected, stocks have already begun to move. 06:10:01pm: Ackman: Valeant could become the next Berkshire Hathaway. 05:55:09pm: Ackman says Jarden Corp (NYSE: JAH) and Valeant...
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Should McDonald's Spin Out A McREIT?
Tuesday, March 24, 2015 - 12:24pm | 847McDonald's Corporation (NYSE: MCD) is not one of Glenview Capital Management's top ten holdings. Nonetheless, the fund's CEO, Larry Robbins, devoted a considerable part of his annual investor letter detailing a five-point plan intended to increase MCD shareholder value. The...
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Sohn Conference Moves Markets Once Again
Tuesday, May 6, 2014 - 4:56pm | 793Headline speakers at the Ira Sohn Conference on Monday rocked equity markets. Below is a summary of top speakers of the conference. Michael Novogratz of Fortress Investment Group was the first speaker. The main argument of his presentation was for Brazil -- he believes conditions and confidence...
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Bloomberg Markets Magazine Names Glenview Capital Top 2013 Hedge Fund
Wednesday, January 8, 2014 - 8:18am | 614Bloomberg Markets Magazine February edition reported that only 16 large hedge funds – those with more than $1 billion in assets – surpassed the Standard & Poor’s 500 index for the first 10 months of 2013. The S&P gained 25.3 percent, with dividends reinvested. Of the 16 hedge funds that...
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A Look At Larry Robbins' Picks At The Ira Sohn Conference (MCK, LIFE, ESRX, FIS)
Thursday, May 27, 2010 - 2:25pm | 195Larry Robbins, who manages the highly successful Glenview Capital hedge fund, revealed some of his highest conviction ideas at the Ira Sohn Investment Conference yesterday. Robbins said that now is a great time for stock-picking, and that investors should buy definitive growth and avoid high...
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A Look At Glenview Capital's Portfolio (ESRX, ORCL, FIS, MCK)
Monday, April 19, 2010 - 7:42pm | 273Glenview Capital is a $7 billion hedge fund run by Larry Robbins. Prior to forming Glenview, Mr. Robbins was a trader at Leon Cooperman's Omega Advisors. Glenview is known for taking concentrated positions in large cap stocks. The fund also employs an activist approach from time to time when they...