PERSON DIRECTORY
Ryan Packard
Ryan Packard appears in 2 indexed conversations across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Ryan Packard pitches AppLovin at Sohn 2026
AppLovin’s e-commerce vertical becomes generally available within the next 3 months, expanding beyond five years of primarily mobile-gaming growth.Nearly $4 billion of 2025 free cash flow, over 25% pre-tax ROIC, and projected 2030 GAAP EPS of $50 underpin Packard’s potential doubling thesis.
Ryan Packard pitches Comfort Systems at Sohn 2025
Ryan Packard places Comfort Systems (FIX) in his “adept, advantaged acquirers” pantheon, citing greater than 25% pre-tax ROIC while deploying nearly 100% of free cash flow to acquisitions from 2009–2021.He forecasts approximately 25% EPS growth “for the foreseeable future” and says the stock can double over the next 3 years, citing M&A runway, onshoring and AI-construction tailwinds, while labor availability remains contested.