David Einhorn yesterday talked about Microsoft, and stated that the CEO Steve Ballmer needs to go. David Einhorn liked the other aspects of the stock and thinks it is cheap. Today, David Einhorn did a rare public interview on TV discussing Ballmer and Microsoft. To see my coverage of Einhorn’s speech click on the following link- Ira Sohn Conference: David Einhorn on Microsoft and Delta Lloyd. To see David Einhorn’s resource page on Value Walk click on the following link-https://www.valuewalk.com/resource-page-2/current-value-investors/david-einhorn-resource-page/
Disclosure: I sold shares of Microsoft several weeks ago (I have no position currently). I will be posting an article on Microsoft tomorrow.
Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio
Coho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More