2024 SOHN Conference Stock Pitches

We were one of the media sponsors of the 2024 Sohn Investment Conference in New York City on April 3rd and we will be sharing our takeaways with our premium subscribers over the next few days. One of our readers shared the following compilation about some of the stocks pitched at the 2024 Sohn Conference yesterday. Our favorite pitch isn’t in this list but we actually pitched that theme last week to our premium subscribers. You can subscribe to our Premium Readership Newsletter and see our in-depth report on the cheapest AI stock in the market right now (see the deeply discounted subscription offer at the bottom of this article). Here are some of the stocks pitched at the Sohn 2024 Conference:

Eric Wolff, Gumshoe Capital Management
Investment Idea: Pason Systems
Energy company Pason Systems is a dominant provider of EDR, or electronic drilling recorder, solutions for the oil and gas industry, according to Eric Wolff, portfolio manager at Gumshoe Capital Management. Wolff sees between 45% and 180% upside for Pason, which he said has between 60% and 85% of market share in the Western world.

“Pason offers a superior service that is hard to duplicate. … We think this is an excellent business that deserves to trade a healthier multiple than it does today,” Wolff said, adding that the company is trading at an oil and gas multiple rather than at a software valuation. “We think this is a near monopolistic business … even if the multiple doesn’t expand, we can achieve 18% returns through cycle just based on the calendar for business.”

Shares have added roughly 4% this year, and jumped more than 19% over the past month.