David Einhorn’s Speech At The UJA (February 3rd 2011)

I just posted this on, thought the readers would be interested.

I had the pleasure of hearing David Einhorn speak earlier this week. I wanted to try to catch everything he said so I put my notes in short bullet points. He covered a lot of interesting topics including his book Fooling Some of the People All of the Time, A Long Short (and Now Complete) Story, the Federal Reserve, St. Joe and more.

Below are the notes I took. Enjoy!

  • Einhorn barely spoke about the updated version of his book . Really just Q&A in general. 50% of David’s Allied Capital profits he donated to charity.
  • Views himself as market agnostic in stock selection.
  • Re market and economy, he’s not an “outlooker,” i.e. doesn’t generally have an outlook per se.

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