David Einhorn: Good Buybacks vs Bad Buybacks

Johnny HopkinsDavid EinhornLeave a Comment

During his recent interview with CNBC, David Einhorn discussed the difference between good buybacks vs bad buybacks. Here’s an excerpt from the interview: Einhorn: There’s two types of buybacks, right? There’s the buybacks where the company has extra profits and they want to return it to shareholders, and they want … Read More

David Einhorn – Top 10 Holdings – Latest 13F

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: Make Sensible Investments In Companies Based On Earnings, Cashflows, And Assets, And Not On Top Line Story Stocks

Johnny HopkinsDavid EinhornLeave a Comment

In his recent interview with CNBC, David Einhorn recommended investors make sensible investments in companies based on their earnings, cashflows, and assets, and not in top line story stocks. Here’s an excerpt from the interview: By the way I think that growth is just a generally… is a component of … Read More

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