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Sohn Investment Idea Contest Launches In Advance Of 21st Annual Sohn...
Sohn Investment Idea Contest Launches In Advance Of 21st Annual Sohn Investment Conference Legendary investors Michael Price, William Ackman, David Einhorn, Joel Greenblatt, and Seth Klarman to select...
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David Einhorn: Tremendous value in Apple’s brand; Long American Capital Agency
David Einhorn on the Greenlight Capital RE Conference Call.See his Q1 letter which came out yesterday for some more background on Einhorn’s comments. Einhorn has some new positions which were not...
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David Einhorn, Greenlight Capital at Sohn 2016 [LIVE]
At last year’s Sohn conference, David Einhorn of Greenlight Capital made two recommendations. The first, to short the “mother frackers,” received plenty of attention and anyone following Einhorn into...
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Sohn Investment Conference 2016 – Full Wrap Up
Sohn Investment Conference 2016 is over please do make sure to see the following links to our other coverage – also Josh Brown has great notes on the conference see here, here, and here. Below is six...
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IRA Sohn Investment Conference 2016 Notes
Notes from Larry Robbins, Jim Chanos, Carson Block, Jeff Smith, David Einhorn and many more from the 2016 IRA Sohn Conference. These are extensive notes we also have prior ones here but got another set...
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Einhorn Changes Mind On Consol Energy
When David Einhorn’s Greenlight Capital initiated a position in Consol Energy last year, many in the financial press instantly branded the trade a bad idea. Then, when Einhorn updated his thesis on...
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Should All Companies Beware Of Activist Investors?
Should All Companies Beware Of Activist Investors? by IMD Professor Nuno Fernandes Like it or not activist investors are here to stay and are radically changing the business landscape Activist...
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Vltava Fund: Investing In An Environment Of Declining Company Earnings
Vltava Fund commentary for the second quarter ended June 30, 2016; titled, “Investing In An Environment Of Declining Company Earnings.” #cm-sign-up .cm-clear{clear:both}#cm-sign-up...
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Is Caterpillar Inc. (CAT) Dividend Still Safe?
Is Caterpillar Inc. (CAT)’s Dividend Still Safe? by Simply Safe Dividends After failing to increase its dividend in June like it has in past years and continuing to report double-digit declines in...
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Value Hedge Funds Most Loved Stocks
The quarterly Super Investor Insight publication tracks the activity of an elite group of value-oriented hedge-fund managers, based on their holdings as filed in Forms 13F with the SEC. Super Investor...
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Greenlight Masters H1 Letter: We Worry About Distortions Which Have Bid Up...
Everyone knows David Einhorn’s famous Greenlight Capital and to a slightly lesser extent his reinsurer Greenlight Re – however far less are familiar with Einhorn’s fund of fund Greenlight Masters. Some...
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Chart Of The Greatest Investors
Chart Of The Greatest Investors .first{clear:both;margin-left:0}.one-third{width:31.034482758621%;float:left;margin-left:3.448275862069%}.two-thirds{width:65.51724137931%;float:left}form.ebook-styles...
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David Einhorn Contrasts Blinded Tesla Investors To Janet Yellen Who Imagines...
David Einhorn’s new letter is out and he has some words for Elon Musk – as we reported last Q (and as David Einhorn himself mentions) he hints at a short in Tesla and takes a swipe at Elon Musk and...
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American Addiction Centers: Why It Pays To Do Your Due Diligence
Article by AlphaTreeGroup @toddalphatree Cubs win and a nice price to wake up to on Thursday… As I try to emphasize in my online investing course, it always, always pay to do your due diligence. David...
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Robin Hood Conference 2016 Notes: Ainslie Tepper, Druckenmiller, Einhorn,...
The Robin Hood Conference is one of the top investment conferences of the year. While the gathering is closed to media (besides CNBC and/or Bloomberg) ValueWalk has some reliable sources who will...
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Shorts
Article by Investment Master Class “He who sells what isn’t his’n must make it good or go to prison.” The amateur speculator soon learns this little Wall Street jingle and is often deterred by it from...
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Greenlight’s David Einhorn On Bayer: Have Your Cake And Eat It Too
Slides from the 2016 Robin Hood Investors Conference by David Einhorn, founder and president of Greenlight Capital, on Bayer and Monsanto deal; titled, “Have Your Cake And Eat It Too.” H/T Activist...
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Margin Of Safety
Margin Of Safety by Investment Master Class “Confronted with a challenge to distil the secret of sound investment into three words, we venture the motto, Margin of Safety” Ben Graham “In the final...
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Capitalize For Kids Investors Conference To Host World-Renowned Investors
David Einhorn, Richard Chilton, and Prem Watsa Speaking at Capitalize for Kids Investors Conference ValueWalk will be covering the conference so stay tuned. Also see 2016 Hedge Fund Letters Capitalize...
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