Ospraie Management – Dwight Anderson: Ira Sohn Stock Pick

Ospraie Management’s Dwight Anderson recommended Westlake Chemical Corp (WLK) at the Ira Sohn Conference. Unfortuantely, this recommendation doesn’t pass our smell test. Ospraie Management revealed a $2 million position in Westlake Chemical yesterday in its latest 13F filing. On the other hand, the fund had $118 million invested in Adecoagro (AGRO). Clearly they are more bullish about Adecoagro than Westlake Chemical.

Westlake Chemical Corporation

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