This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Wednesday, May 25, 2011
Ira Sohn 2010 Picks (Winners and Losers)
Absolute return magazine posted a nice chart of the 2010 picks at the Ira Sohn Research conference and how they faired since. David Einhorn surprisingly is in dead last. Overall it is interesting to compare now that a year has passed: