PERSON DIRECTORY
Jonathan Lennon
Jonathan Lennon appears in 2 indexed conversations across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Digging Deeper: Conversations in Fundamental Investing
Andrew BellasEduardo MarquesDavid RosenJonathan LennonMitch Golden
Deep-value investors see “literally no buyers” in momentum-driven flows, supporting Viatris (VTRS) at 7x current and 6x forward earnings with 100% cash conversion, while Idorsia (IDIA SW) offers a leveraged pipeline trade.Carvana combines 1% share of a $1T, 40,000-player market with projectable 30%+ growth, but Idorsia’s 6-9-month readouts, QUVIVIQ descheduling, and AI-driven “service-level deflation” at REA remain decisive catalysts and risks.
Jonathan Lennon pitches National Vision Holdings at Sohn 2025
National Vision’s eyeglass replacement cycle is inflecting again, while its $90 average selling price versus up to $155 covered by insurers creates a managed-care monetization opportunity.Training, store checks, credit-card data, activist-led cost cuts, and a new CFO support potential EBITDA expansion, with strategic interest and countercyclical demand mitigating risks from execution and tariffs.