Among the stocks mentioned are an e-commerce platform, a semiconductor name and a chemicals company out of Europe. The event also features ideas from rising stars within the hedge fund industry. It also included the Sohn "Idea Contest Winner." Here are some of the top picks mentioned: Vijay Shilpiekandula, Duquesne Family Office Investment Idea: ASML Vijay Shilpiekandula of Duquesne Family Office, who was named the Sohn Idea Contest Winner, presented ASML as his best stock idea.
The Japanese stock is flat on the year, even as the Nikkei 225 is higher by more than 17% as the Japanese index scaled fresh all-time highs this year. "They have great technology, many interesting products, but they have yet to translate that into any sort of growth mindset," Fischer said. "But we think it's a Sleeping Beauty.