David Einhorn is on Bloomberg for an extremely rare interview. He is discussing some of his top holdings including Vodafone, Apple, Gold, Marvell, OIS etc. Check out the full video below (updated) Also see Einhorn’s Q3 performance as we first reported here.
Qualivian Investment Partners Up 30% YTD; Long ORLY Thesis
Qualivian Investment Partners commentary for the second quarter ended July 30, 2020. Q2 2020 hedge fund letters, conferences and more “Short-term investors will accept a 20% gain because they didn’t spend the time to develop the conviction and foresight to see the next 500%.” - Ian Cassell Executive Summary Readers of investment letters fall into Read More