Tags » David Einhorn

How the billionaires played Apple last quarter

”Doing what the billionaires do might not be the best way to manage your investments,” Philip Elmer-DeWitt reports for Fortune. “But it’s the strategy that iBillionaire has chosen.” 97 more words


How K-Cups defeated a legendary hedge fund manager

At a 2011 conference where prominent hedge fund managers presented key investment ideas, Greenlight Capital’s David Einhorn raked Green Mountain Coffee Roasters, known for its K-Cup machines and pods, over the coals. 503 more words

The little literary t-shirt company that could

Everyone has a list of books they’re embarrassed to have never read. But instead of finally reading that hefty novel—whether it’s Middlemarch, War and Peace… 1,262 more words


The Importance Of Capital Intensity And Thoughts From Einhorn

It seems as though there has been a recent debate on going within the value investing community pertaining to ROE, ROIC and net-nets. At one hand of the spectrum we have the argument that value investors are throwing in the towel and buying anything with a high ROE while using 20+ years discounted cash flows to support their thesis. 1,391 more words

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