Anyone who has ever heard David Einhorn speak, knows that he talks at lighting speed. I took notes on his recent presention about the value investing congress, which can be found here-https://www.valuewalk.com/value-investing-congress-2/david-einhorn-qa/. . However most of the media including myself missed a lot of his points. I posted the full one hour plus audio of Einhorn’s presentation and the Q&A. I also embedded the 110 page presentation below.
David Einhorn Value Investing Congress Presentation 2011 Greenmountain//
Canyon Distressed Opportunity Fund likes the backdrop for credit
The Canyon Distressed Opportunity Fund III held its final closing on Jan. 1 with total commitments of $1.46 billion, calling half of its capital commitments so far. Canyon has about $26 billion in assets under management now. Q4 2020 hedge fund letters, conferences and more Positive backdrop for credit funds In their fourth-quarter letter to Read More