Tags » David Einhorn

Dear David Einhorn: Why are your interns doing all the cost of capital estimates (Consol Energy) ?

Just to be clear: I have nothing personally against David Einhorn. I am just wondering how he comes up with his underlying valuation assumptions these days. 715 more words

Anlage Philosophie

Einhorn’s Greenlight ups Apple stake to 11.7 million shares

”Battling his worst year since the financial crisis, hedge-fund manager David Einhorn in the third quarter cut his stake in two of his worst performing bets, while doubling down on another, according to a securities filing Monday,” Juliet Chung reports for The Wall Street Journal. 205 more words


Investing Advice from the Bigwigs

Big names in the financial world are a great place to look for ideas about potentially solid investments. We can’t all be Dan Loeb, … 343 more words


SunEdison (SUNE) - Deja vu all over again

SunEdison, a US based renewable energy company popped up 2 times on my radar screen. Once a year ago as one of David Einhorn’s top picks… 1,713 more words

Anlage Philosophie

These Billionaire Investors Just Lost Big in the Stock Market

If you’ve been avoiding checking your stock performance for the month, it might be comforting to know you’re in good company. Some of the United States’ most prominent hedge fund honchos, including David Einhorn, Daniel Loeb, and Barry Rosenstein, just reported significant losses for September. 111 more words

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