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I have a confession to make: I’m tired. Sorting through the recently passed House tax bill–dubbed the Big, Beautiful Bill–has not been an easy task. That’s true even though I’ve been following along from afar–unlike members of Congress, I didn’t even have to make a personal appearance at the marathon House sessions (more on that in a moment) or the Senate’s confirmation hearings this past week. One of those confirmation hearings focused on the nomination of Billy Long, a former Republican congressman, to be IRS Commissioner (there has been a revolving door of heads of the agency since January). The…
The 2025 New York Sohn Conference wrapped up on May 14, bringing with it many interesting stock picks and ideas. Here are all the stocks that were presented at this year’s conference — with some brief tidbits about why the presenters like the stocks. Next Wave at Sohn Conference VictoryArc’s Joseph Talia pitched the Tel Aviv Stock Exchange (TLV:TASE). He said the company enjoys a monopolistic opportunity in an underdeveloped capital market. Talia sees several factors to drive double-digit top-line growth. The company has a net cash balance sheet and could be a take-out target. Talia thinks the stock can…
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