Sohn San Fran Notes | Snippet Finance

Market Folly is a great site.
They often have insightful investment conference write ups.
At these conferences leading managers around the world pitch their ideas. Be critical though – they are obviously talking their own book.
Here and here are the latest from Ira Sohn San Fransisco.
Common sense disclaimer. Just because a hedge fund is buying a stock doesn’t mean you should. One never knows what offsetting hedges or positions they hold. Be smart, do your own work, use common sense and invest responsibly.