Tags » David Einhorn

When it comes to secrets, Wall Street titans and Silicon Valley VCs see eye-to-eye

Online anonymity: Great if you’re revealing secrets, terrible when someone else is revealing yours. And for investors, secrecy is sometimes the key to advantage, whether you’re plowing cash into private start-ups or an activist investor amassing public equities to bully management. 451 more words

If I Ran A Value Investing Business School

“If I ran a business school there would be only 2 courses. How to value a business and how to think about markets. No modern portfolio theory, no beta, etc. 1,319 more words

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