We review the 16 stocks pitched at the Sohn Hearts & Minds conference

We went to the Hearts and Minds conference on Friday, and once again, we've drafted the stock picks! Come across to the Equity Mates Facebook Discussion group to tell us who's choices you think are going to end up on top in 12 months time...


The speakers and the investments they pitched:

  • Ricky Sandler: Ashland Global (long) and Canon (short)
  • Rikki Bannon: Telix Pharmaceuticals
  • Tom Naughton: Swire Pacific
  • Jeremy Bond: NexGen Energy
  • Steven Marks: Guzman Y Gomez
  • Dan Loeb: Bath and body works
  • Martin Hughes: Unicredit
  • Ashish Swarup: AIA Insurance (Hong Kong)
  • Jun Bei Liu: Mini So
  • Chris Kourtis: Resmed
  • Angela Aldrich: Lamb Weston
  • Sharif el Khazen: Games Workshop
  • Ravi Chopra: Webster Financial Corp
  • Cathie Wood: GBTC - Greyscale Bitcoin
  • Kieran Moore: Wise


If you want to go beyond the podcast and learn more, check out our accompanying email.


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