+ 3.21
+ 0.93%
+ 0.69
+ 0.2%
+ 2.27
+ 0.54%
+ 0.35
+ 0.24%

Delivering Alpha 2019: What You Need To Know

September 19, 2019 3:21 pm
Share to Linkedin Share to Twitter Share to Facebook Share to Print License More
Delivering Alpha 2019: What You Need To Know

The Delivering Alpha 2019 conference took place Thursday in New York, and this year’s event included a number of Wall Street heavy hitters.

Benzinga Pro reported from Delivering Alpha all day long. Here’s a recap of some of the major headlines you may have missed:

  • Bruce Richards Of Marathon Asset Mgmt Sees Bubble in Corp Credit.
  • Light Street Capital CIO Glen Kacher Calls Uber Technologies Inc (NYSE:UBER), Lyft Inc (NASDAQ:LYFT) Operating In A Duopoly Market, Firm Sees A "Great" Opportunity.
  • Andreessen Horowitz's Scott Kupor Is Long Both Uber, Lyft, Sees Lyft Benefiting From Uber Fighting Battles Outside The US.
  • Light Street Capital's Kacher Still Likes SoftBank Group Corp (OTC:SFTBY), Notes WeWork Is Only A Small Percent Of Their Holdings.
  • Florida State Board of Administration's Ashbel Williams Says His Largest Holds In Tech Space Are In Software.
  • Kacher Says Largest Holdings Are In Ecommerce, Streaming Content; Second Largest Holding Is Walt Disney Co (NYSE:DIS).
  • PIMCO CEO Manny Roman Says He Likes UK Banks, Is Not Expecting Negative Rates In US.
  • Leon Cooperman Says He Is Concerned About Debt Levels.
  • Cooperman Says He Is Long WPX Energy Inc (NYSE:WPX).
  • Cooperman Sees 'Quasi Bubble' In IPO Market.
  • Cooperman Says Believes Fed Funds Rate Should Be At 3%.
  • Cooperman Says If Elizabeth Warren Is Elected President, Market Would Drop 25%.
  • Cooperman Says He Is Long New Media Investment Group Inc (NYSE:NEWM).
  • Jim Chanos Doesn't Think Market Is Pricing In A Win By The Left; Says Prison Stocks Would Be In Trouble.
  • Chanos Alleging Davita Inc (NYSE:DVA) Commits Insurance Fraud.
  • Chanos Announces Short Position On GrubHub Inc (NYSE:GRUB).
  • US VP Mike Pence Says China Wants To Do A Deal, We Just Don't Know If They Want To Do It Now.
  • Pence Says USMCA Passage Comes Down To Nancy Pelosi; Says If Pelosi Puts USMCA On Senate Floor, 'It Will Pass.’

Related Links:

Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios

Delivering Alpha 2018: Everything You Need To Know

For the latest in financial news, exclusive stories, memes follow Benzinga on Twitter, Facebook & Instagram. For the best interviews, stock market talk & videos, subscribe to our YouTube channel.

Related Articles

Netflix, Apple And Facebook Lead The QQQ Higher Monday

U.S. indices were trading lower for much of the day before recovering into the close as investors await this week's Fed meeting, which is expected to begin on Tuesday. read more

Benzinga's Bulls And Bears Of The Week: Apple, AMC, Disney, GM, Tesla And More

Benzinga has examined the prospects for many investor favorite stocks over the past week. The past week's bullish calls the iPhone maker, an aerospace giant and big banks. The EV leader, an entertainment giant and movie theater operators were among the bearish calls seen. read more

Boeing, Intel Lead The DIA Higher Thursday

U.S. indices were trading higher Thursday following better-than-expected U.S. jobless numbers as well as reports that President Joe Biden will propose a $6-trillion budget. read more

Microsoft, Apple, Disney Lead The Dow Jones Higher Monday

U.S. indices were trading higher throughout Monday's session amid a rebound in tech names and strength in reopening plays. Here's how each of the major indices performed for the trading day: read more