Sohn Conference - Anyone go?
如果有人参加/当前 @ sohn会议,您可以分散财富并分享这些家伙所说的话吗?球场的关键亮点将不胜感激
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Comments (15)
https://twitter.com/SohnConf
如果会议的过去也有帮助,我相信我们会讨论像Valeant Pharma这样的平台公司
基于
Thanks. Same to you Analyst 2 inHF. I appreciate you comment
Isn't he at MSFT?
作为一个股票的家伙(所以请原谅我也许不欣赏一些宏观扬声器),我以为Sundheim偷走了节目。
How much do you think D1 analysts make? My guess is $500k-3mm+ in a good year
for fuck's sake stop this
丹·桑德海姆(Dan Sundheim)很棒。比尔·古利(Bill Gurley)也很好。丹·桑德海姆(Dan Sundheim)实际上也听起来也很棒,无法想象他们的失误很高。
想象一下每天与丹·桑德海姆(Dan Sundheim)和保罗·恩(Paul Enright)合作,这不是梦想
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Is there a replay link available anywhere? Public or happy to make a donation to their charity if paywalled.
Sohn将其上传到YouTube上。检查他们的频道
Cheers
拉姆(Ram)关于庞顿(Pton)的论文让我快死了。“以这些价格,股东获得了拥有Netflix式订阅业务的报酬”。想象给这个家伙2/20支付
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