Sohn Conference

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    Markus Enge

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    https://www.sohnconference.org/sohn-idea-contest

    Anyone planning to participate? I guess if you get accepted it would be a great resume point for aspiring portfolio managers.

    Unfortunately you have to look at quite large companies:

    “5. CONTENT OF ENTRIES. The Foundation is seeking compelling investment ideas for presentation at the Conference with respect to publicly-traded shares of a company that has a market capitalization as of April 6, 2021 of at least one billion USD ($1,000,000,000). An entry must provide an analysis of the security, including whether the shares should be held in a long or short position, and must be no longer than four (4) pages in length. Only one security should be discussed in each entry”

     

    Any suggestions for good companies to pitch?

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