5 long and short stock picks from Sohn London

LiveWire11-24

A couple of weeks ago, I was fortunate enough to attend the Sohn Hearts and Minds Conference in Sydney, off the back of which I wrote the wire below. Equities Last year's Sohn picks returned 38%. ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2585434982?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-24 11:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2585434982","market":"us","top_or_hot":-1,"title":"5 long and short stock picks from Sohn London","media":"LiveWire","content":"<div>\n<p>A couple of weeks ago, I was fortunate enough to attend the Sohn Hearts and Minds Conference in Sydney, off the back of which I wrote the wire below. \n\n\nEquities\nLast year's Sohn picks returned 38%. ...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/5-long-and-short-stock-picks-from-sohn-london\">Source Link</a>\n\n</div>\n","source":"livewire_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 long and short stock picks from Sohn London</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 long and short stock picks from Sohn London\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-24 11:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.livewiremarkets.com/wires/5-long-and-short-stock-picks-from-sohn-london><strong>LiveWire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A couple of weeks ago, I was fortunate enough to attend the Sohn Hearts and Minds Conference in Sydney, off the back of which I wrote the wire below. \n\n\nEquities\nLast year's Sohn picks returned 38%. ...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/5-long-and-short-stock-picks-from-sohn-london\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1551013342.USD","symbol_name":"Allianz Income and Growth Cl AMg2 DIS USD","start_time":0,"source_url":"https://www.livewiremarkets.com/wires/5-long-and-short-stock-picks-from-sohn-london","article_id":"2585434982","we_media_id":null,"thumbnails":[],"rights":{"source":"livewire_stock","url":"https://www.livewiremarkets.com/wires/5-long-and-short-stock-picks-from-sohn-london","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2585434982","pubTimestamp":1763954098,"columns":[],"sourceInfo":{"source_id":"livewire_stock","name":"Livewire Markets"},"weMediaInfo":null,"summary":"A couple of weeks ago, I was fortunate enough to attend the Sohn Hearts and Minds Conference in Sydney, off the back of which I wrote the wire below.Last year's Sohn picks returned 38%. Here are the 9 new ideas from this year's conference. Over the weekend, it was the UK's turn to host at Sohn London.The conference delivered a mix of hard-edged short ideas and high-conviction long pitches across technology, med-tech, industrials, fintech and real estate.Lombardi Capital’s Igor Kryca pitched Knorr-Bremse as a top long idea. The German engineering group is, in his view, the undisputed leader in passenger-rail braking systems, with around half of the world’s trains equipped with its technology.They said Iron Mountain has spent around $6 billion building out data-centre capacity, funded largely through debt, while expanding EBITDA margins in a way they believe is unsustainable. Despite its strong share-price performance, the pair estimate up to 80% downside.Thrn also doubted the commercial","collect":0,"end_time":0,"defaultTopTitle":"livewiremarkets.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LIF":"Life360 Inc","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","SG9999001077.SGD":"United International Growth Fund SGD","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","IRM":"爱恩铁山","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","USJW.SI":"ALPHAB 3xLongSG261006","BK4084":"特种房地产投资信托","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","360.AU":"LIFE360 INC-CDI","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC"},"translate_title":"Sohn London的5只多头和空头股票精选","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LIF":1,"IRM":1,"USJW.SI":0.6,"360.AU":1},"content_text":"A couple of weeks ago, I was fortunate enough to attend the Sohn Hearts and Minds Conference in Sydney, off the back of which I wrote the wire below. \n\n\nEquities\nLast year's Sohn picks returned 38%. Here are the 9 new ideas from this year's conference\n\n\nView\n\n\n\nOver the weekend, it was the UK's turn to host at Sohn London. The conference delivered a mix of hard-edged short ideas and high-conviction long pitches across technology, med-tech, industrials, fintech and real estate. \nBelow is a full breakdown of some of the key calls. \nKNORR-BREMSE (ETR: KBX) — Long Call by Igor Kryca (Lombardi Capital)\n\n\n\n\n\n\n\n\n\n\nKnorr Bremse 1-year price chart (Source: Google Finance)\n\nLombardi Capital’s Igor Kryca pitched Knorr-Bremse as a top long idea. The German engineering group is, in his view, the undisputed leader in passenger-rail braking systems, with around half of the world’s trains equipped with its technology.\nKryca pointed to a major operational transformation under CEO Marc Llistosella and the company’s positioning as a direct beneficiary of Germany’s upcoming €100 billion rail-infrastructure spend. He believes the stock has potential to double from current levels.\nWISE (LON: WISE) — Long Call by Markus Bihler (Builders Union)\n\n\n\n\n\n\n\n\n\n\nWise 1-year price chart (Source: Google Finance)\n\nBuilders Union’s Markus Bihler nominated Wise as one of the most compelling fintech opportunities in the U.K. He cited industry-leading customer satisfaction, strong profitability, and a long runway for international expansion. According to Bihler, Wise’s operational discipline places it among the few fintechs capable of sustained compound growth.\nIRON MOUNTAIN (NYSE: IRM) — Short Call by Daniel Yu & Cyrus de Weck (Gotham City Research / General Industrial Partners)\n\n\n\n\n\n\n\n\n\nIron Mountain 1-year price chart (Source: Google Finance)\nGotham City Research and General Industrial Partners took aim at Iron Mountain, the US REIT best known for storing corporate documents. Daniel Yu and Cyrus de Weck argued the legacy paper-storage segment is in terminal decline - “a melting ice cube,” as they described it - forcing the business into a highly leveraged pivot toward data centres.\nThey said Iron Mountain has spent around $6 billion building out data-centre capacity, funded largely through debt, while expanding EBITDA margins in a way they believe is unsustainable. Despite its strong share-price performance, the pair estimate up to 80% downside.\nBONESUPPORT (STO: BONEX) — Short Call by Mattias Thärn (Brummer & Partners)\n\n\n\n\n\n\n\n\n\nBonesupport 1-year price chart (Source: Google Finance)\nMattias Thärn from Brummer & Partners laid out a short thesis on Bonesupport, the Swedish med-tech company behind synthetic bone-filling products. He criticised the company for relying on selectively presented clinical data and questioned its communication practices since listing.\nThärn also doubted the commercial potential of its planned expansion into trauma and spine treatments.\nLIFE360 (ASX: 360 / NASDAQ: LIF) — Short Call by Priya Kodeeswaran (Katamaran Capital)\n\n\n\n\n\n\n\n\n\nLife360 1-year price chart (Source: Google Finance)\nKatamaran Capital’s Priya Kodeeswaran argued that Life360 “monetises parental anxiety” but faces rising competition from free location-tracking services embedded in Apple and Google ecosystems. \nHe highlighted the company’s heavy reliance on U.S. paid subscribers and low conversion rates abroad, forecasting up to 40% share-price downside.\n\n\n\nNever miss an update\n\n    Enjoy this wire? Hit the ‘like’ button to let us know. \n    Stay up to date with my current content by \n    following me below and you’ll be notified every time I post a wire","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.10","shortVersion":"4.35.10","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2585434982","isCrawlerRequest":true}