• June 17, 2019

David Einhorn of Greenlight Capital is speaking now at the Ira Sohn Investment Conference in New York City. What will Einhorn. David Einhorn Presentation At Ira Sohn: Short AthenaHealth. May 5, at pm by Sheeraz Raza. David Einhorn is President of Greenlight Capital, Inc. Embattled activist David Einhorn on Monday unveiled a new short-selling Robbins made the comment during his presentation at the Sohn.

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Long Palladium, Short Platinum I Never Miss A Story! Revenue growth, no op profits; criticized company’s weak profit growth Never Miss A Story!

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Negative words on Amazon. What will Einhorn pitch? Sales of adult diapers outsold those for babies this year. Below are notes from his presentation. Short US Steel Einhirn. We’re posting up notes from the Ira Sohn Conference.

He thinks a crisis has already unfolded and that our generation will be the ones paying for it. Drivers are end market and price of oil.

David Einhorn Presentation At Ira Sohn: Short AthenaHealth

Follow Us On Twitter Tweets by marketfolly. Core always buys back stock regardless of price.


Chinese elites are taking money out of the country. Games under regulatory scrutiny. Disclaimer The content provided within this sobn is property of MarketFolly.

Einhorn believes the company hypes a lot and constantly changes its pitch of what it does based on what is hot — shale, or whatever.

David Einhorn 2014 Ira Sohn Conference Presentation

Japan’s two largest social network companies are in the cellar. Send me ocassional third party offers Yes No. CLB is involved in shale production and then changed its focus. Instead of watching the situation spiral into a debt crisis, Einhorn urges us to address the situation right now. Greenlight Capital is a value-oriented investment advisor whose goal is to achieve high absolute rates of return while minimizing the risk of capital loss. Some special form of preferred.

Make sure you sign up for our free newsletter to ensure you do not miss any updates! Advocates use of perpetual preferred stocks.

Overbuilding outside of main cities in China, projects don’t pay off the debt service. And if you want to see the latest portfolio moves from top investment managers, lra to our ongoing hedge fund portfolio tracking series.

David Einhorn Ira Sohn Conference Presentation –

Excerpt From His Bo Newer Post Older Post Home. Howard Marks on Contrarianism: Peak earnings multiple on declining earnings should take the stock down a lot more.


One time fiscal stimulus has goosed earnings. That is because this is a new idea. Larry Robbins’ Ira Sohn Presentation: Use this information at your own risk. Company is paying out more than it earns because it refuses to cut dividend.

Tracking top hedge funds since Core was always cyclical and is exposed to least desirable sector. Says Trillion Dollar market caps aren’t prohibited. David notes that as stocks increase in price …shares disconnect from fundamentals and jokes that depending on the stockall of them seem to be at a reasonable in valuation in relation to each other, nothing that other competitors seem to be at bubbly valuations. CLB was always cyclical but was in right place at right time in crash but not now.