We just obtained John Burbank’s Passport Q1 letter. He is very bearish as readers may note from the title. Details of the letter have already been disclosed publicly so we will post the letter for your reading pleasure below:
Passport – A Letter From John Burbank – March 2012
David Einhorn Buys Three New Stocks: These Are The Names And Theses (Q3 Letter)
David Einhorn's Greenlight Capital funds returned 5.9% in the third quarter of 2020, compared to a gain of 8.9% for the S&P 500 in the same period. This year has been particularly challenging for value investors. Growth stocks have surged as value has struggled. For Greenlight, one of Wall Street's most established value-focused investment funds, Read More