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Sifting for gold at Sohn 2016

Genevieve Kahr
David A. Grogan | CNBC

There's more to be gleaned from events like the Sohn Investment Conference than a simple list of things to buy, sell, or hold.

Here's a smattering of what struck me from Sohn 2016:

There is surprisingly low penetration still of synthetic rubber gloves in the medical field. People are allergic to natural rubber, but the industry has been slow to switch to synthetic gloves. Kraton Performance Polymers makes polymers used in diapers, synthetic gloves and other products, and this switch is one of many reasons that Rubric Capital Management's David Rosen thinks shares of Kraton are worth $65 to $97. The shares rose nearly 15 percent Wednesday, following his presentation, to just shy of $26.