Published On: Tue, May 5th, 2015

Ackman: Valeant, other platforms firms undervalued


sohn 2015

The Ira Sohn conference is one of the most important investor gatherings of the year. Some of the biggest names from the hedge-fund world offered up investing ideas: David Einhorn took aim at what he deemed “The MotherFracker, ” Pioneer Natural Resources, Keith Meister pushed for a breakup of Yum Brands Inc. and Jeffrey Gundlach pitched buying Puerto Rican bonds.

  • Leon Cooperman warned that bonds were overvalued.
  • David Einhorn outlined a new short position in fracking companies
  • Corvex’s Keith Meister, a top-5 shareholder in Yum Brands, called on the company to spin off its China business.
  • Jeff Gundlach recommended Puerto Rico’s embattled muni bonds.
  • David Tepper of Appaloosa noted that China is easing, like everyone else… [SEE MORE]

By Lawrence Delevingne

Curious for more? Both Reuters, and WSJ’s Moneybeat did a comprehensive update for those who still believe alpha exists in centally-planned markets.

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