The hedge fund world gathered once again in New York on Monday to drink energy juices and chat about investment ideas at the 22nd annual Sohn Investment Conference.
The crowd gathered as top activist investors, including Bill Ackman of Pershing Square, Keith Keister of Corvex and David Einhorn or Greenlight Capital, among other, launching new insurgency campaigns or expanding on existing ones.
Here's a run down of the top ideas presented at the conference with everything ranging from Tesla (TSLA) - Get Report to Howard Hughes (HHC) - Get Report to Investors Bancorp (ISBC) - Get Report . The confab has taken place annually since 1995, raising over $75 million to fight pediatric cancer and other childhood diseases.
Here are some top tips:
-- Brad Gerstner, Founder and CEO of Altimeter Capital is probably best known for his successful campaign at United Continental Holdings (UAL) - Get Report . At Sohn, Gerstner said he was bullish on United Continental and the airline industry in general, in light of consolidation in recent years. "If you had a draw down in ticket prices today similar to [what happened in] 2008 the airline industry still makes money," said Gerstner. In April last year Altimeter and another fund settled with United to add three new directors onto the company's board.
Read on for more investment ideas: