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: Uncovering Value Through Narratives & Misconceptions

Johnny HopkinsDavid EinhornLeave a Comment

In this interview with Masters in Business, David Einhorn explains why his investing approach is based on narrative and potential, which can lead to undervalued discoveries. Key takeaways include: Start with a qualitative assessment: seeking undervalued companies by identifying misunderstood narratives Focus on differences of opinion, not quantitative ratios Look for companies with … Read More

David Einhorn: How To Achieve Double-Digit Returns Without Market Appreciation

Johnny HopkinsDavid EinhornLeave a Comment

In his recent Q4 2023 Letter, David Einhorn highlighted the impressive performance of his fund, which returned 22.1% in 2023, despite unfavorable market conditions and a conservative investment approach. He attributes the success to a shift in their investment style, focusing on: Disciplined pricing: Buying undervalued assets Investment returns from … 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 – 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