If any of you are familiar with institutional investing, hedge fund managers exchange ideas all the time to challenge each other’s theses, sharpen their analysis, and sometimes raise their profile in the industry by making their research public. Whether it’s through one-on one phone calls, lively idea dinners, or the Super Bowl of hedge fund presentations known as the Ira Sohn Conference, the currency of credibility on Wall St is a great idea.
Like many in this community, I came acr
