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//
Many value investors have given up on their strategy over the last 15 years amid concerns that value investing no longer worked. However, some made small adjustments to their strategy but remained value investors to the core. Now all of the value investors who held fast to their investment philosophy are being rewarded as value Read More