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Sunedison, SolarCity Benefit From Strong Solar Industry
Shares of Sunedison Inc edged upward by as much as 1%, while SolarCity Corp shares edged downward by as much as 1% during regular trading todayThings look sunny for Sunedison Inc (NYSE:SUNE) and...
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Einhorn Transforms BioFuel Energy Into A Real Estate Business
BioFuel changed its name to Green Brick Partners Inc. and now trades under the ticker symbol GRBK on the NasdaqBioFuel Energy Corp., the former ethanol producer, has transformed into Green Brick...
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Einhorn Up 2.1% In October, While Loeb Down 1.3%
Below are returns from David Einhorn’s Greenlight RE and Dan Loeb’s Third Point RE As of 31-October-2014, the largest disclosed long positions in GLRE’s investment portfolio are Apple, gold, Marvell...
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How Good Are Greenlight’s Stock Picking Skills? A Look At Returns By Sector
Industry-Specific Security Selection – Greenlight Capital by AlphaBetaWorks Insights Managers Are Skilled in Specific Areas, Seldom Excellent at Everything Investors typically treat all ideas of...
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Greenlight Q3 Letter: Gains In Apple; Short Amazon.com (AMZN)?
David Einhorn’s Greenlight Capital just released its Q3 letter to investors. Bloomberg reports that the value hedge fund has added medium-sized long positions in CONSOL (CNX) and EMC (EMC). Einhorn...
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Whitney Tilson: Why I’m Long Micron Technology (MU) And Airlines
Kase Capital Management’s Whitney Tilson on why he is long Micron Technology and the Airlines – Slides from Robin Hood Conference. Tilson references David Einhorn, whose third quarter letter ValueWalk...
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Peter Thiel Challenges Einhorn On Amazon Short
Over the long term, Peter Thiel would not bet against Jeff Bezos and Amazon.com, Inc. (NASDAQ:AMZN). David Einhorn sounds like he’s shorting Amazon. Peter Thiel Challenges Einhorn On Amazon Short...
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Apple Inc. (AAPL) Bear Noster Capital Down 13% In 2014
The value investors who got press for saying that Apple could become obsolete in just a few years have struggled to find their footing during this bull marketApple Inc. (NASDAQ:AAPL) stock has been on...
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Ron Baron Explains What To Look For In a Company That’s Built To Last
What should investors look for when trying to find great companies that they can own for decades? Ron Baron thinks the place to start is management. Ron Baron Explains What To Look For In a Company...
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Hedge Funds Weather October Storm As Okumus Tops List For 2014
Managed futures programs continue to shine as the trend is a friend, while some large European equity funds struggleOctober hedge funds results are beginning to stream in to the HSBC Weekly Hedge Fund...
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David Einhorn In-Depth Thesis On Piraeus Bank Warrants
Is this Einhorn? Yes, we thought it was and Greenlight Capital confirmed that this was not some imposer …. so we present to you (in- depth) commentary from Einhorn is related to his recent...
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Einhorn Posts 6% Return In November With Top Holdings Up Double digits
A very strong month For David Einhorn’s investments … Besides gold and Resona Holdings, GLRE’s top holdings (see below) were all up over 10% in the month. More details below. See Greenlight Q3 Letter:...
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The One Trait All Legendary Investors Have in Common When it Comes to Making...
The One Thing All Legendary Investors Have in Common When it Comes to Making Money by Jae jun, Old School Value How do pros make money? That’s the title from one of the chapters from What I Learned...
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Einhorn Gets Burned By CONN’S, Inc. (CONN) Again
CONN’S, Inc.(NASDAQ:CONN) is plunging yet again this year, down by over 36% in early market trading. The stock has wiped out all its gains and then fallen some more. Conn’s was trading at $22 in...
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Activist Score Board Tracks Success and “Utter Failure”
Market observers who want to keep track of the activist investor game now have a handy scorecard that tracks their success and failure in an entertaining and informative fashion. Most popular...
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David Einhorn, CONN’s And Investing Shortcuts
David Einhorn: Investing Shortcuts by Matt Brice, The SOVA Group I was supposed to be studying for Criminal Law. It was a tough class. I had all the intentions of studying when I walked over to the...
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Greenlight Backed EcoR1 Among Top Hedge Funds of 2014
Greenlight Masters, the fund of funds operated by David Einhorn’s Greenlight Capital, is enjoying booming returns from one of the funds it seeded earlier this year. EcoR1 Capital is a...
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Athenahealth CEO: David Einhorn Doesn’t Get It
Athenahealth’s stock has had an incredible year, and as a result, the company has become a popular short position on Wall Street, most notably with David Einhorn. Through the middle of this month, the...
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Apple, Micron, Sune Propel Greenlight To 9% Return In 2014
2014 is not yet over but with the market closed we are getting our first news on hedge fund results for the year. We will follow up with more details (so stay tuned) – but ValueWalk has obtained...
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Herbalife Ltd. (HLF) Plunges On Suggestion Of Slowing Sales
Herbalife stock is in trouble again today. Shares plunged as much as 12% during regular trading today after remaining fairly stable for more than half of last month. So what’s all the hubbub about...
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