Felix Salmon   In a video with his Reuters colleague David
Gaffen, Felix Salmon says there's no value in following the Ira
Sohn conference, where various hedge fund managers get up and
talk their book.  He makes some good points:    • Hedge fund
managers are consummate salesmen, and if you buy after they
speak, you're basically just a sucker.   • And you really don't
know which ones are worth listening to. Identifying a good fund
manager is even harder than identifying a good stock.  You know,
it's the basic argument against buying stocks because some
"guru" said to. And as Felix argues, that applies to journos
covering all this.  And we'd almost agree, except there is one
point of value...  It's not often that you get to hear the
thought process and reasoning employed by these financial
professionals. Within the broader scope of financial media, you
hear a lot of managers and pundits making their arguments in
broad strokes, with lines like "We're bullish on US banks
because of low rates, yada yada yada..."An