Key Takeaways
- • Investors at the Sohn Hearts and Minds conference in Queenstown, as reported by Bloomberg, put forward Disney and G Mining among their picks, with ASML and gold also cited in coverage.
- • EFM's Wylie pitched Nvidia after a 9% slump during an AI-related sell-off, while Milford's Curtayne recommended ASML and Azora's Chopra picked LPL Financial.
- • Marathon's Mullin said Harbour Energy's stock could rise sharply, and Boehly said distressed debt 'is going to get interesting.'
Summary
Bloomberg coverage of the Sohn Hearts and Minds conference in Queenstown, held in 2026, highlighted investment ideas presented by fund managers. Headline coverage named Disney and G Mining among the investor picks, and a related Bloomberg headline also cited ASML and gold.
Live updates from the event recorded several specific calls. EFM's Wylie pitched Nvidia after the stock fell 9% in an AI-driven sell-off. Milford's Curtayne recommended ASML, and Azora's Chopra selected LPL Financial. Indus's Pinkel chose Kotobuki Spirits, which Pinkel described as a name they had never heard of before. Marathon's Mullin said Harbour Energy's shares could climb significantly.
Boehly, who also spoke at the conference, said distressed debt 'is going to get interesting,' suggesting expectations of more opportunities in that segment. The available coverage consists mainly of headlines and live-blog excerpts, so the reasoning behind most individual picks is not reported here.
Live updates from the event recorded several specific calls. EFM's Wylie pitched Nvidia after the stock fell 9% in an AI-driven sell-off. Milford's Curtayne recommended ASML, and Azora's Chopra selected LPL Financial. Indus's Pinkel chose Kotobuki Spirits, which Pinkel described as a name they had never heard of before. Marathon's Mullin said Harbour Energy's shares could climb significantly.
Boehly, who also spoke at the conference, said distressed debt 'is going to get interesting,' suggesting expectations of more opportunities in that segment. The available coverage consists mainly of headlines and live-blog excerpts, so the reasoning behind most individual picks is not reported here.
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