Greenlight’s David Einhorn pitches five turnaround stocks at Sohn, from AI to infrastructure
David Einhorn laid out a bullish case for a group of out-of-favor companies at the Sohn Investment Conference on Tuesday, betting that operational turnarounds and artificial intelligence adoption could drive sharp a rebound in overlooked stocks. “We’re finding interesting investments where management is repositioning businesses towards more durable, more disciplined, more generative growth,” Einhorn said. …
