Stock Ideas from Sohn

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4.7 • 1.7K Ratings

🗓️ 10 May 2017

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

Is Tesla the next Apple? Will United Continental will fly higher? And will Howard Hughes enrich investors? Analyst Matt Argersinger shares some of his top takeaways from the Sohn Investing Conference.

Transcript

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0:00.0	Support from Market Foolery comes from Rocket Mortgage by Quicken Loans.
0:03.7	When it comes to the big decision of choosing a mortgage lender, work with one that has your
0:07.6	best interest in mind.
0:09.1	Use Rocket Mortgage for a transparent, trustworthy home loan process that's completely online at
0:14.4	quicken loans.com slash fool.
0:17.0	It's Wednesday, May 10th. Welcome to market foolery. I'm Matt Greer.
0:22.1	Joining me in studio today we we've got Matt Arger Singer
0:25.1	from a million dollar portfolio.
0:26.4	Matt, how you doing?
0:27.2	Hey, I'm doing pretty good, Mac.
0:28.4	Matt, we're going to try something different today.
0:30.3	You are fresh off the Sone Investing Conference in New York City.
0:34.4	That's right.
0:35.2	Which is the muckety mucks.
0:36.5	It's some of the top hedge fund managers and fund managers sharing some of their top picks, right?
0:40.8	That's right.
0:41.4	So let's get right to it.
0:42.3	I want to set the stage here. I want to have you share some of the top picks, right? That's right. So let's get right to it.
0:43.0	I want to set the stage here.
0:44.0	I want to have you share some of the pitches, both the buys and the sells, and then I want to have
0:48.2	some key takeaways.
0:49.5	And let's start by just explaining what is Sone and why should investors care about what goes on at Soan.
	...

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