Blogs about: David Einhorn
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David Einhorn: Value Investing Congress
http://blogs.reuters.com/rolfe-winkler/files/2009/10/einhorn-vic-2009-speech.pdf Their main role, again, appears to be to tell everyone that things are fine, until a real crisis emerges at which point… more →
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Making Safer Asbestos: Einhorn on CDS
wrote 1 month ago: David Einhorn, founding hedge fund manager of Greenlight Capital, exploited Credit Default Swaps (CD … more →
Top Down or Bottom Up?
wrote 1 month ago: A top down investor starts with the big picture looking for the countries and/or industries that wil … more →
Fickle is Einhorn
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wrote 2 months ago: Rolfe Winkler of Reuters blog Contingent Capital has a great summary of David Einhorn’s talk t … more →
David Einhorn supports Greenspan on breaking up big banks
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wrote 2 months ago: ST. LOUIS (Alpha Found) — A copy of hedgie David Einhorn’s speech to the fifth annual Va … more →
Long gold hedge funds on top as Paulson gains $500m on one deal
wrote 2 months ago: ST. LOUIS (Alpha Found) — Hedge funds typically avoid saying much publicly about their positio … more →
David Einhorn: Value Investing Congress
wrote 2 months ago: http://blogs.reuters.com/rolfe-winkler/files/2009/10/einhorn-vic-2009-speech.pdf Their main role, ag … more →
Cap Leverage, Compensation Will Follow
wrote 6 months ago: The recent letter from David Einhorn contains many wonderful nuggets. One I’d like to highligh … more →
Letter to Obama: An Intelligent Pragmatist Acting Upon Fresh Understanding
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wrote 7 months ago: The following letter from David Einhorn of Greenlight Capital was not directly intended to be a Lett … more →
Einhorn Makes Gold His Largest Holding
wrote 7 months ago: Fresco passed along this little tidbit reported by StreetInsider.com. David Einhorn’s Greenlight Cap … more →
Buffett’s Berkshire letter for 1977
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wrote 9 months ago: [Today we start a recurring series that will progress through some of Buffett’s Berkshire letters, g … more →
Greenlight Capital
wrote 9 months ago: David Einhorn generated gains of almost 5% during the first quarter, recovering from a difficult yea … more →
'Fooling Some of the People All of the Time' Review
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wrote 9 months ago: Over the last couple of days, I’ve buzzed through David Einhorn’s Fooling Some of the People All of … more →
Allegheny Energy (AYE): Coattail Opportunity
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wrote 9 months ago: “AYE is an electric utility that provides generation and transmission of power in western Penn … more →
David Einhorn and Return on Equity
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wrote 9 months ago: Here at Wide Moat Investing our primary task is to pinpoint the characteristics that separate good b … more →
Dr Pepper Snapple (DPS): Spinoff Opportunity
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wrote 9 months ago: “DPS was spun off from U.K.-based Cadbury PLC in May 2008. The Partnerships established their … more →
The Eight Who Saw It Coming
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wrote 11 months ago: Thankfully, for sanity’s and humanity’s sake, not everyone was asleep and completely bli … more →
Financial Sector Failings
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wrote 11 months ago: Understanding the Debacle Staff Reporters Did you know that Michael Lewis and David Einhorn recently … more →
Michael Lewis on the financial mess
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wrote 11 months ago: Great op-ed by Michael Lewis and David Einhorn, “The End of the Financial World as We Know It, … more →
Section Twenty: The End?
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wrote 1 year ago: With the voting over (but, in typical fashion, still in the process of being tabulated as I write th … more →
