Sohn Hearts & Minds | You're in Good Company: Rory Lucas, HM1 & Phil King, Regal Funds Management

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Yen Liow, managing partner of Aravt Global has pitched Gitlab, a founder-led software business that is focused on DevOps at the Sohn Hearts & Minds Conference. Liow stumbled upon the company while researching Atlassian, which itself generated 20 times the return on capital since its IPO.

December 3, 2021

Yen Liow, Aravt Global - Stock pick: Gitlab

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Peter Cooper, the founder of Cooper Investors, HM1 Core Fund Manager, shares his learnings from Charlie Munger.

December 3, 2021

What Charlie Munger taught me over breakfast about investing

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Regal’s Phil King says he’s the only Australian hedge fund manager brave enough or silly enough to return to Sohn Hearts & Minds to pitch a short stock during one of the biggest bull markets of all time.

December 3, 2021

Sohn: Regal’s Phil King takes on retail army with Flight Centre short pick

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Fresh from picking last year’s 180 per cent gainer Nasdaq-listed Bill.com and other big winners such as DocuSign three years ago, Babak Poushanchi is back at Sohn in 2021 with another stock pick. This year the Cota Capital founder and tech-focused investor has named Seattle-based tax software business Avalara as his top pick.

December 3, 2021

Sohn: Cota Capital’s Babak Poushanchi picks tax software player

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Atreides Management’s Gavin Baker has picked cryptocurrency exchange Coinbase Global at the Sohn conference, believing in its growth opportunities as more people embrace the crypto world.

December 3, 2021

Sohn: Atreides’s Baker picks ‘user-friendly’ Coinbase

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Eley Griffiths small-cap portfolio manager David Allingham has picked Ian Macoun’s multi-boutique funds management group Pinnacle Investment Management as his top stock pick for the Sohn Conference 2021.

December 3, 2021

Sohn: Pinnacle a unique investment, says David Allingham

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Builders Union’s Markus Bihler has picked the freshly listed London-based fintech Wise as his top pick at the 2021 Sohn Hearts & Minds Conference.

December 3, 2021

Sohn: Builders Union’s Markus Bihler picks British fintech Wise

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Spotify’s market-leading position in the future of audio will catapult the business to among the so-called FAANG stocks alongside the likes of Apple and Amazon, powering revenue growth and its share price, according to Hamish Corlett, co-founder of TDM Growth Partners.

December 3, 2021

Sohn: TDM Growth Partners’ Corlett doubles down on Spotify

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Firetrail’s Eleanor Swanson believes Megaport is currently one of the best stories on the sharemarket, and has the potential to join the ranks of Australian-founded technology companies such as Atlassian and Afterpay.

December 3, 2021

Sohn: Megaport ‘the most exciting tech adventure of this decade’

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Griffin expects the car market will be 50 per cent electric by 2030. He likes Onsemi in particular because of its management, and the fact it is being priced as an industrial semiconductor producer.

December 3, 2021

Sohn: Griffin picks semiconductor business Onsemi

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Moderna’s co-founder expects the biotech’s vaccine will be at least somewhat effective against the Omicron variant, but says his company can quickly pump out variant-specific boosters for new strains when needed.

December 3, 2021

Vaccines can be formulated ‘over and over again’: Moderna ready for new COVID variants

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Jay Kahn’s Flight Deck fund seeks out stocks in “roads least travelled”, and Kahn reckons it has unearthed a “multi-bagger”: Bengo4, which he describes as Japan’s DocuSign.

December 3, 2021

Sohn: Jay Kahn picks Bengo4

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Hamish Corlett is the only stock picker in the history of the Sohn Hearts & Minds Investment Conference to pitch exactly the same company twice.

December 3, 2021

TDM Growth’s Hamish Corlett picks Spotify as his top stock again at Sohn Hearts & Minds Investment Conference

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Yen Liow, founder and portfolio manager of Aravt Global, has a bullish take on Nasdaq-listed software development company GitLab, which he expects to soar in the coming years.

December 3, 2021

Sohn: Aravt Global’s Liow picks GitLab for sharp growth

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It’s an “age of instant gratification”, according to Tekne Capital Management’s Beeneet Kothari, and he is picking restaurant delivery group Delivery Hero to ride the innovation in last-mile logistics in the $US1 trillion takeaway food sector.

December 3, 2021

Sohn: Beeneet Kothari of Tekne Capital Management picks Delivery Hero

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Jay Kahn of Flight Deck Capital has pitched Nikkei-listed Bengo4 as his stock pick for this year’s Sohn Hearts & Minds conference, following the recent acceptance of the electronic signature in Japan due to the Covid-19 pandemic.

December 3, 2021

Jay Kahn, Flight Deck Capital - Stock pick: Bengo4

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From e-signatures to last-mile logistics and facials, the annual conference showed that waves of disruption continue to break in different ways across different sectors

December 3, 2021

Sohn delivers lessons on tech disruption

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Joyce Meng of Fact Capital says investors should take advantage of growing skincare spends.

December 3, 2021

Sohn: Beauty Health attractively priced for growth, says FACT Capital’s Meng

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An experienced investor with a track record of short selling, King will be the only fund manager on the day tipping a short stock at the annual Australian Sohn Conference on Friday.‍

December 3, 2021

Sohn Conference: Regal Funds founder Phil King’s short share tips

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Regal Funds Management’s Phil King says it’s a tough market for short sellers but it didn’t stop him from nominating a prominent one at Sohn Hearts and Minds today: FlightCentre.

December 3, 2021

Short trader’s lament: Stocks trade like Bitcoin

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Moderna will know in just over a week how effective its COVID-19 vaccine is against the omicron strain, according to the company’s co-founder Robert Langer, who presented at the sixth annnual Sohn Hearts and Minds Conference.

December 3, 2021

Moderna working ’round the clock’ to fight omicron

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Builders Unions', Markus Bihler pitched Wise at the sixth annual Sohn Hearts & Minds Conference. Over the next five years, the fund manager expects the target share price to hit 30 pounds by 2027, a 27 per cent five year annualised return.

December 3, 2021

Markus Bihler, Builders Union - Stock pick: Wise

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Regal Funds Management has upended its short selling approach to combat the pressures of a rising bull market, focusing instead on share price blips that have included so-called meme stock GameStop, according to chief investment officer Phil King.

December 3, 2021

Regal’s Phil King shorts GameStop in tactical shift

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Munro Partners’ Nick Griffin has pitched Nasdaq-listed Onsemi as his stock pick at this year’s Sohn Hearts & Minds conference, labelling it the ‘hidden hero’ of the path to decarbonisation.

December 3, 2021

Nick Griffin, Munro Partners - Stock pick: Onsemi

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Berkshire Hathaway’s veteran 97-year-old investor Charlie Mungert warns that he views today’s markets as wildly overvalued in places.‍

December 3, 2021

Munger says this era is crazier than dotcom one, praises China

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Moderna co-founder Robert Langer has said he’s confident the company’s vaccine will be effective against the omicron strain of COVID-19, but not as effective as it is against the original variant. “But that doesn’t mean it won’t be effective,” said Mr Langer.

December 3, 2021

Morderna co-founder expects vaccine to be “somewhat effective”

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Berkshire Hathaway vice chairman Charlie Munger, a longtime partner of Warren Buffett, has made his first appearance at the sixth annual Sohn conference in Australia on Friday.

December 3, 2021

Market now is ‘crazier than the dot-com era’, says Berkshire Hathaway vice chairman Charlie Munger

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Regal Funds Management co founder, Phil King is recommending that investors sell shares in travel company Flight Centre, arguing that the stock has rebounded too strongly since its lows of last year with the company still facing headwinds with the shift to online travel bookings.

December 3, 2021

Phil King, Regal Funds Management - Stock pick: Short Flight Centre

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FACT Capitals' Joyce Meng pitched Beauty Health Company at the sixth annual Sohn Hearts and Minds Conference. Meng is forecasting 30 per cent durable and organic growth driven by accelerating equipment placements and a price target of $40 a share for 40 per cent upside.

December 3, 2021

Joyce Meng, FACT Capital - Stock pick: Beauty Health Company (SKIN)

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Fund manager, Qiao Ma has tipped Hong Kong based global power tools and outdoor equipment company Techtronic Industries at the Sohn Hearts & Minds conference on Friday.

December 3, 2021

Qiao Ma, Coopers Investments - Stock pick: Techtronic Industires

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Gavin Baker, managing partner and CIO of Atreides Management, a $4.5bn crossover firm based in Massachusetts, recommends investors hold Coinbase, a platform for investing in cryptocurrency.

December 3, 2021

Gavin Baker - Stock tip: Coinbase (COIN)

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Charlie Munger, the 97-year-old investor and polymath who has been the trusted sidekick of Warren Buffett for decades shared his thoughts on markets, investing and geopolitics in a wide-ranging interview broadcast as part of the Sohn Hearts & Minds Investment Conference.

December 3, 2021

Crypto, stocks ‘crazier than the dotcom era’: Munger

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Cooper Investors’ Qiao Ma says that despite cordless power tools provider Techtronic Industries being an industrials company, it’s really a technology company at heart.

December 3, 2021

Cooper Investors’ Qiao Ma says Techtronic is more of a Silicon Valley company than an industrials company

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Beeneet Kothari of Tekne Capital Management has chosen Delivery Hero as his stock pick at the Sohn Hearts & Minds conference, saying it is the best way to play the innovation and last-mile logistics trend.

December 3, 2021

Beeneet Kothari, Tekne Capital Management - Stock tip: Delivery Hero

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Investment legend Charlie Munger says the current climate on global markets is crazier than the dot-com bubble two decades ago, as he savaged the boom in cryptocurrencies as insane and backed China’s ban on the digital assets.

December 3, 2021

‘Crazier than dot-com era’: Charlie Munger lashes crypto, wary of booming markets

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Firetrail Investments’ Eleanor Swanson has tipped ASX listed telco software company, Megaport, as the best stock for 2022 at the annual Sohn Hearts & Minds Conference.

December 3, 2021

Eleanor Swanson, Firetrail - Stock tip: Megaport

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There is no bigger or unsolved problem than taxes which remains consuming, complicated and error prone. Businesses still manage their taxes with a combination of pen and paper and excel and the complexities are only increasing. Babak Poushanchi says Avalara, based in Seattle, is solving the problem.

December 3, 2021

Babak Poushanchi, Cota Capital - Stock pick: Avalara

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Moderna co-founder Robert Langer has suggested the vaccine maker will know within days if its mRNA Covid-19 vaccine is effective against the new variant, Omicron, as he predicted future mutations and the likelihood of the virus becoming “something life flu” that will require regular vaccine boosters.

December 3, 2021

Co-founder Robert Langer says Moderna will know within days if its mRNA Covid-19 vaccine is effective against Omicron

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Pinnacle Investment Management is a multi-boutique fund manager that owns stakes in 16 Australian fund managers across Australia of between 23 to 49 per cent. It is led by CEO Ian Macoun who is said to be famous for picking star portfolio managers.

December 3, 2021

David Allingham, Eley Griffiths - Stock pick: Pinnacle Investment Management

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For all that heavyweight finance names Michael Walsh, David Paradice, Matthew Grounds and Gary Weiss have in common professionally, one thing they can’t seem to find consensus on is music.

December 2, 2021

Here comes the Sohn: big names battle over conference music

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Fund Manager Mark Nelson of Caledonia to interview Berkshire Hathaway's Charlie Munger at the sixth annual Sohn Hearts and Minds Conference.

December 2, 2021

Charlie Munger the ‘quiet one’ alongside Warren Buffett at Berkshire Hathaway

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Eleanor Swanson of Firetrail Investments sat down with Equity Mates Media ahead of this year's conference. Eleanor shares the story of her first investment, breaks down the small cap landscape and shares some of the best companies that she's come across during her time in the markets.

December 2, 2021

Equity Mates: Eleanor Swanson, Firetrail Investments

Eleanor Swanson of Firetrail Investments sat down with Equity Mates Media ahead of this year's conference. Eleanor shares the story of her first investment, breaks down the small cap landscape and shares some of the best companies that she's come across during her time in the markets.

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Babak Poushanchi, one of the legends of the Sohn Hearts & Minds conference, has opened up about his approach to riding the disruptive technology boom.

December 1, 2021

Why Sohn winner’s unique tech strategy ignores a $14trn market

Babak Poushanchi, one of the legends of the Sohn Hearts & Minds conference, has opened up about his approach to riding the disruptive technology boom.

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Conference Manager Joyce Meng's FACT Capital is proof that the existing Wall Street model could be wildly improved upon.

November 29, 2021

A hedge fund sleuth who seeks only the truth

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Cota Capital’s Babak Poushanchi emerged the top picker from the 2020 Sohn Hearts & Minds Conference, with his pick, bill.com, share price up more than 200 per cent.

November 28, 2021

Cota Capital analyst Babak Poushanchi tops the bill with stock tip up more than 200%

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Yen Liow of Aravt Global sat down with Equity Mates Media ahead of this year's conference. Yen shares the story of his first investment, Aravt's investment philosophy, his thoughts on the future of the payments industry and why he's excited to be a part of the Hearts & Minds family.

November 25, 2021

Equity Mates: Yen Liow, Aravt Global

Yen Liow of Aravt Global sat down with Equity Mates Media ahead of this year's conference. Yen shares the story of his first investment, Aravt's investment philosophy, his thoughts on the future of the payments industry and why he's excited to be a part of the Hearts & Minds family.

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Returning Conference Manager Beeneet Kothari talks 'quick commerce', a topic at the heart of his stock pick for the 2021 Sohn Hearts & Minds Conference.

November 23, 2021

Quick commerce set to deliver big returns in a hurry, says Tekne Capital’s Beeneet Kothari

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Returning Conference Manager Nick Griffin of Munro Partners attempts to capitalise on the climate change thematic that it has declared as the biggest investment opportunity since the internet.

November 22, 2021

Why this $6.1b fundie prefers climate stocks to Chinese megacaps

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As a rising star within Firetrail Investment Management, Eleanor Swanson was instrumental in getting the firm to back Afterpay when it was trading at just $20, winning over the senior investment managers.

November 15, 2021

The Millennial fund manager who pounded the table on Afterpay

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New Conference Manager Eleanor Swanson was instrumental in convincing the investment team at Firetrail Investments to buy into AfterPay.

November 15, 2021

Firetrail Investments stockpicker Eleanor Swanson on hunt for next success story at Sohn Hearts & Minds

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Eley Griffiths Group portfolio manager David Allingham says the Sohn Hearts and Minds Conference is the Australian investment management industry’s answer to the Woodstock Festival.

November 8, 2021

'Very, very high conviction’: Sohn fundie’s top stock pick

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November 5, 2021

Why Cooper Investors’ stock picker Qiao Ma is betting on consumers

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Returning Conference Manager Beeneet Kothari sat down with Equity Mates to discuss his first investment, views on China and Cryptocurrency, and why he loves being involved in the Sohn Hearts & Minds Conference.

November 4, 2021

Equity Mates: Beeneet Kothari, Tekne Capital Management

Returning Conference Manager Beeneet Kothari sat down with Equity Mates to discuss his first investment, views on China and Cryptocurrency, and why he loves being involved in the Sohn Hearts & Minds Conference.

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The payments sector has entered a golden era, says Avart Global’s Yen Liow, who hails from Melbourne.

November 1, 2021

This New York-based fund manager hates Alibaba but loves PayPal

The payments sector has entered a golden era, says Avart Global’s Yen Liow, who hails from Melbourne.

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The powerful technology that has enabled mRNA vaccines to save millions of lives during the coronavirus pandemic has much broader potential, according Bob Langer, one of the co-founders of Moderna.

October 27, 2021

Moderna’s miracle and why mRNA is the new powerhouse of medicine

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Moderna co-founder Robert Langer says vaccine development for a range of diseases – not just Covid-19 – will be one of the biggest trends among biotechnology in coming years.

October 27, 2021

How rigorous research built a $US141bn company, Moderna

Moderna co-founder Robert Langer says vaccine development for a range of diseases – not just Covid-19 – will be one of the biggest trends among biotechnology in coming years.

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Professor Robert Langer, the billionaire co-founder of vaccine maker Moderna says that early investors in the biotech startup should share the credit for the development of the company’s coronavirus vaccine.

October 27, 2021

Early investors key to Moderna’s successful vaccine, says multi-billionaire co-founder

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Beeneet Kothari admits it’s been a ‘bloodbath’ for Chinese tech stocks this year, but there are two good reasons he thinks the sentiment will shift.

October 25, 2021

Why this tech stockpicker is patient on China, bullish on bitcoin

Beeneet Kothari admits it’s been a ‘bloodbath’ for Chinese tech stocks this year, but there are two good reasons he thinks the sentiment will shift.

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Warren Buffett’s right-hand man Charlie Munger is the headline act at Sohn Hearts and Minds this year and the 97-year-old investment legend is expected to offer forthright views on global financial markets which are now at a critical juncture.

October 13, 2021

‘He pulls no punches’: Investment legend Charlie Munger headlines Australian conference

Warren Buffett’s right-hand man Charlie Munger is the headline act at Sohn Hearts and Minds this year and the 97-year-old investment legend is expected to offer forthright views on global financial markets which are now at a critical juncture.

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Charlie Munger, American billionaire investor and vice-chairman of Berkshire Hathaway to headline Sohn Hearts & Minds 2021 Conference.

October 13, 2021

Charlie Munger makes the cut for annual Sohn Hearts & Minds stockpicking conference

Charlie Munger, American billionaire investor and vice-chairman of Berkshire Hathaway to headline Sohn Hearts & Minds 2021 Conference.

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Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.

October 13, 2021

Charlie Munger’s magic is in what he doesn’t do

Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.

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October 13, 2021

Charlie Munger to headline Sohn Hearts & Minds 2021

Legendary investor Charlie Munger to headline Sohn Hearts & Minds 2021 conference.

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