PERSON DIRECTORY
David Einhorn
David Einhorn appears in 2 indexed conversations across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
David Einhorn pitches at Sohn Investment Conference 2026
David Einhorn’s five US transition stories center on gaps between current perception and future business quality, including Acadia’s occupancy recovery and Centene’s Medicaid and ACA repricing.Fluor offers cost-plus backlog and buybacks, Versant combines a 19% last-year FCF yield with technical selling, and Victoria’s Secret depends on restoring margins toward management’s 10% target.
David Einhorn pitches Lanxess at Sohn 2025
Lanxess is a transformed specialty-chemicals portfolio trading at five to six times EBITDA after energy, SAP and destocking shocks drove 2023 EBITDA down 45% to €512M.A 41% Envalior stake put exercisable to Advent from next year could generate about €860M in early 2027, while tariff benefits and Germany's €500B infrastructure package remain potential catalysts that Einhorn says are difficult to quantify.