Technology-focused hedge fund SoMa Equity Partners told investors on Monday that one of its best investment ideas is a stake in The New York Times Company.
Here are the top investment ideas from the Sohn Investment Conference in San Francisco.
BlackRock's Jeff Shen says the escalation of trade tensions and the imposition of tariffs between Washington and Beijing helped trigger China's slowdown.
Olympic Peak's Todd Westhus recommends shorting AT&T bonds.
Sohn Idea Contest Winner Andrew Walker, Rangeley Capital, discusses La Quinta for his best idea. The “Fast Money Halftime Report” traders weigh in.
Google knows "every search you've ever made and everywhere your Android phone has ever been," says venture capitalist Kevin Landis.
CNBC's Leslie Picker reports highlights from the 2018 Sohn Conference.
Hedge fund manager David Einhorn shares his market views at The Sohn Investment Conference in New York Monday.
Barriers to entering the pharmaceutical industry are too high even for Amazon, says billionaire investor.
The annual Sohn conference brings together some of the leading hedge fund managers and investors in the world to talk about their top market picks.
In keeping with what has been a familiar theme for the founder at Glenview Capital Management, Robbins picked Express Scripts-Cigna, CVS-Aetna and McKesson as his winners in the field. The Express-Cigna and CVS-Aetna mergers are in the pipeline.
Larry Robbins, Glenview Capital Management, discusses his best idea presentation for Amazon at the Sohn Conference.
Bill Gurley shares his market views at The Sohn Investment Conference in New York on Monday.
Social Capital CEO Chamath Palihapitiya speaks with CNBC's Kelly Evans at the Sohn Conference about Facebook's data breach.
Palihapitiya has been outspoken on new technologies and investment opportunities such as artificial intelligence and blockchain.
Nathaniel August, Mangrove Partners founder, discusses his best idea presentation for Peabody Energy at the Sohn Conference.
Glen Kacher, Light Street, discusses his best idea presentation for Palo Alto Networks at the Sohn Conference.
Social Capital CEO Chamath Palihapitiya speaks with CNBC's Kelly Evans at the Sohn Conference about Box being his best investment idea for the year, as well as the growth of big data and consumers' privacy rights.
Gundlach's comments came from the sidelines of the Sohn Conference in New York.
CNBC's Jon Fortt discusses shares of Box jumping after Chamath Palihapitiya's presentation at Sohn Conference.