david einhorn
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- David Einhorn: The 3 Types Of Valuation Indifferent InvestorsIn his latest Greenlight Capital Q4 2020 Shareholder Letter, David Einhorn discusses why stocks become overvalued, citing three types of ‘valuation indifferent investors’ who do…
- David Einhorn: One Of My Biggest Investing Lessons From ‘The Druck’At the Value Investing Congress in 2009, David Einhorn gave a presentation titled – Liquor Before Beer… In the Clear”, in which his main topics included the two basic problems o…
- David Einhorn’s Top 10 Holdings (Q3 2020)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 the…
- David Einhorn: Focus On Low ROEs In Capital Intensive BusinessesIn David Einhorn’s 2006 speech at the Value Investing Congress he provided some great insights on the importance of focusing on low ROEs in capital intensive businesses. Here’s …
- David Einhorn: 10 Signs The Bubble Has Already PoppedIn his latest Q3 2020 Letter, David Einhorn discusses why he believes September 2, 2020 was the top and the bubble has already popped, which means investor sentiment is in the p…
- David Einhorn’s Top 10 Holdings (Q2 2020) – Plus Top Buys & SellsOne 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 the…
- David Einhorn: One Of The Lessons I Learned From Joel GreenblattIn his book – Fooling Some Of The People All Of The Time, David Einhorn discussed the importance of exiting a position when you think you’re wrong, relative-return versus absolu…
- David Einhorn: We Lost 37% On Our Longs, Made 8% On Our Shorts And Made 8% In Macro In Q1David Einhorn has released his Q1 2020 results in which he discloses that The Greenlight Capital funds (the “Partnerships”) returned -21.5% in the first quarter compared to -19.…
- David Einhorn: Top Buys, Top Sells (Q4 2019)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 the…
- David Einhorn: Top 10 Holdings (Q4 2019)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 the…
- David Einhorn: Growth Has Knocked The Stuffing Out Of Value Last Three Years (106% vs. 17%)In David Einhorn’s most recent investor letter (Q4 2019) he highlights the fact that Greenlight Capital Funds have returned 13.8% in 2019 compared to 31.5% for the S&P 500. He a…
- David Einhorn: Q3 2019 Top 10 HoldingsOne 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 the…
- David Einhorn: The Bear Case For NetflixIn 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 in…
- David Einhorn: Our Research Process Reverses The Analytical Framework That Most Traditional Value Investors UseWe’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 reverse…
- David Einhorn: Q2 2019 Top 10 HoldingsOne 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 the…
- David Einhorn: Q1 2019 Top 10 HoldingsOne 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 the…
- David Einhorn: Q3 2018 Top 10 HoldingsOne 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 the…
- David Einhorn: Top 10 Holdings, New Buys, Sold Out PositionsOne 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 the…