Sohn Conference is my favorite hedge fund event. I haven’t missed an event since 2013. This doesn’t mean that every stock pitched at the conference is a great investment opportunity and will beat its benchmark. A few weeks ago we took a look at the performance of the stocks pitched at the 2018 Sohn Conference and found that these stocks outperformed their benchmarks by 3.2 percentage points.
We got pitched more than a dozen investment ideas in 2018. We didn’t tell our subscribers to invest...
