WHAT’S TRENDING NOW?

A roundup of news and long-term views on possible fundamental drivers

BY STEPHEN SCOTT

AUGUST 12, 2016

Longboard’s portfolio managers are long-term trend followers, so we make decisions solely based on a disciplined, rules-based process. But we often get questions from you about how current events potentially relate to certain long-term trends. Below is our team’s bi-weekly dive into the details.

WHAT’S TRENDING NOW?

David Einhorn Buys Three New Stocks: These Are The Names And Theses (Q3 Letter)

david einhorn, reading, valuewalk, internet, investment research, Greenlight Capital, hedge funds, Greenlight Masters, famous hedge fund owners, big value investors, websites, books, reading financials, investment analysis, shortselling, investment conferences, shorting, short biasDavid 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