Tag: david einhorn

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Two Key Checklist Items

Two Key Checklist Items by John Huber I am not a big fan of going through specific “checklist” items one by one when evaluating an investment idea. I know this idea has gained enormous popularity in recent years, partly due […]

Value Hedge Funds Most Loved Stocks

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 Insight, which is the sister publication of the highly […]

Should All Companies Beware Of Activist Investors?

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 investors are relatively new – but very influential – players […]

IRA Sohn Investment Conference 2016 Notes

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 so in case we missed […]

David Einhorn, Greenlight Capital at Sohn 2016 [LIVE]

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 the trade would have made a healthy profit. Along with Pioneer Natural Resources, […]