Tags » David Einhorn

Greenlight Re (sell), Handelsbanken (buy) & Bill Ackman

Greenlight Re

Following the E.On discussion, I really asked myself if it was such a good idea to invest into Greenlight Re.

My argument was as follows: 728 more words

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David Einhorn: Nice Q4 letter but E.On as a long pick ? Really ? C'mon !!!

As this has turned out to be a very long post, a quick “Executive Summary”:

David Einhorn has published that German utility E.ON is one of his major new long positions.

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Here's Why Shares of Macy's Are Popping Today

David Einhorn, whose Greenlight Capital hedge fund ranked among last year’s worst performers, told investors on Tuesday that he has made new bets on stocks including battered retailer Macy’s and is currently concentrating on delivering better returns. 270 more words


2015 - The Year Nothing Worked, Especially Hedge Funds

2015 was the year where nothing really worked. Stocks, bonds, commodities, foreign investments are all down. Cash went no where. There wasn’t any place to hide. 528 more words


Greenlight Re (GLRE): Poor man's Berkshire or interesting bet on a David Einhorn Comeback ?

Management Summary:

Greenlight Re is an interesting special situation in my opinion combining 2 bets in one stock:

1. It is a bet that David Einhorn will come back after his worst year ever and 4 years of underperformance…

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How Keurig Green Mountain Burned David Einhorn Again

Hedge fund manager David Einhorn might want to kick his coffee habit. The founder and president of Greenlight Capital, who bet that Keurig Green Mountain’s stock price would collapse not once but twice, appears to have been proven wrong on that investment yet again. 499 more words


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

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