David Einhorn Top 10 Holdings (Q2 2021)

Johnny HopkinsDavid EinhornLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

David Einhorn’s Top 10 Holdings (Q1 2021)

Johnny HopkinsDavid EinhornLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

David Einhorn: Top Buys, Top Sells (Q4 2019)

Johnny HopkinsDavid EinhornLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

David Einhorn: Top 10 Holdings (Q4 2019)

Johnny HopkinsDavid EinhornLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

David Einhorn: Q3 2019 Top 10 Holdings

Johnny HopkinsDavid EinhornLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

David Einhorn: The Bear Case For Netflix

Johnny HopkinsDavid EinhornLeave a Comment

In his latest Q3 2019 Shareholder Letter, David Einhorn, discusses how he successfully shorted Netflix, and his ongoing bear case for the company. It provides a great insight into how top investors analyse these companies. Here’s an excerpt from the letter: Our Netflix (NFLX) short was another material contributor as … Read More

David Einhorn: Our Research Process Reverses The Analytical Framework That Most Traditional Value Investors Use

Johnny HopkinsDavid EinhornLeave a Comment

We’ve just been re-reading David Einhorn’s book – Fooling Some of the People All of the Time, A Long Short Story, in which he discusses how Greenlight’s research process reverses the analytical framework that most traditional value investors use. Einhorn also provides insights into his portfolio construction. Here’s some excerpts … Read More