Tags » David Einhorn

Greenlight Re and Third Point Re

We had written about the structural advantages of re-insurers before here. We ran through some numbers and here is what we found.

Both Greenlight Re and Third Point Re are structured similarly with Greenlight Capital and Third Point LLC running the investment books. 1,012 more words

Looking for Red Flags in Corporate Reporting

In spite of the financial crisis of 2008, regulators continue to be ill-equipped to tackle corporate malfeasance.

I read David Einhorn’s Fooling Some of the People All of the Time… 768 more words

Business Decisions

Chinese businessman pays $2.35 million to eat lunch with Warren Buffett

A Chinese multimillionaire businessman has agreed to pay $2,345,678 for a private lunch with one of the world’s richest men, Warren Buffett. He won the charity auction to have dinner with the billionaire investor. 238 more words

News

AerCap Holdings NV (ISIN NL0000687663) - How good is Einhorn's new favourite ?

A friend forwarded me the latest presentation from “guru” David Einhorn where his main long pick was AerCap, an Airplane leasing company.

To shortly summarize the “Long case”: 1,336 more words

Anlage Philosophie

Some links

The Brooklyn investor looks at the JPM annual report and Loews

David Einhorn’s presentation from the Grant’s Investment Conference 2015

A new White Paper from AQR called… 41 more words

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