Stock Picks From Robin Hood Investors Conference 2014
I follow her on twitter because she is informative, and hot.
I follow her on twitter because she is informative, and hot.
https://twitter.com/SallyPancakes/
David Einhorn (Greenlight Capital): long SunEdison (SUNE), Greek banks like Alpha and Piraeus (via warrants). Short French debt.
David Tepper (Appaloosa Management): short the Euro.
Larry Robbins (Glenview Capital): long Community Health (CYH), Realogy (RLGY), VCA (WOOF), Fidelity National Financial (FNF)
Dan Loeb (Third Point): long Amgen (AMGN) and has talked to management
Paul Tudor Jones (Tudor Investment Corp): Thinks commodities will be a mess until 2020, likes US stocks.
Jim Chanos (Kynikos Associates): Short Petrobras
Scott Ferguson (Sachem Head): Long Comcast (CMCSA). He previously worked at Ackman's Pershing Square.
Keith Meister (Corvex Capital): Long Crown Castle International (CCI), also long Allergan (AGN).
Zach Schreiber (PointState Capital): ex-Duquesne guy, used to work with Stan Druckenmiller. Long Cheniere Energy (LNG).
Nehal Chopra (Tiger Ratan Capital): long Charter Communications (CHTR)
Fred Wilson (Union Square Ventures): Venture Capital, not equities but insinuated he'd be short Netflix (NFLX), Amazon (AMZN), and eBay (EBAY).
Tom Wagner (Knighthead Capital): long American Airlines (AAL)
Matthew Sidman (Three Bays Capital): long Churchill Downs (CHDN)
Ricky Sandler (Eminence Capital): long Telefonica Brasil (VIV) and eBay (EBAY)
Traci Lerner (Chesapeake Partners): long American Airlines (AAL), Gencorp (GY) and Eagle Materials (EXP)
Whitney Tilson (Kase Capital): long Sodastream (SODA) and Micron (MU). Short Lumber Liquidators (LL) and Exact Sciences (EXAS)
Ivy Zelman (Zelman Associates): long homebuilders, Lennar (LEN), Pulte (PHM), Toll (TOL), as well as Fortune Home & Security (FBHS) and Mohawk (MHK).
Bill Eigen (JPMorgan): Short bonds to play volatility
Nathaniel August (Mangrove Partners): Short Worldwide Wrestling Entertainment (WWE), long Fortress Investment Group (FIG)
Oleg Nodelman (EcoR1 Capital): long Clovis (CLVS)
Amish Mehta (SQN Investors): long Blucora (BCOR)
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