John Lykouretzos’ Hoplite Capital isn’t very well known but we have been tracking it for a while now. John T. Lykouretzos launched Hoplite Capital Management in 2003 after working for five years at Andreas Halvorsen’s Viking Global Investors. Lykouretzos’ expertise is in industrials and financial services. Before joining Viking, Lykouretzos worked at Julian Robertson’s Tiger Management Corporation as an industrials analyst for two years. After graduating from Yale in 1995, he was at Goldman Sachs (GS) as a financial analyst for three years. Here is some more personal info about John Lykouretzos.
John Lykouretzos recommended a long position in Starbucks (SBUX) at the Ira Sohn Investment Conference. He is betting on the growth of global economy at the moment but Starbucks is a cyclical stock. This may not be the best time to invest in Starbucks.