David Einhorn of Greenlight Capital is speaking now at the Ira Sohn Investment Conference in New York City. What will Einhorn. David Einhorn Presentation At Ira Sohn: Short AthenaHealth. May 5, at pm by Sheeraz Raza. David Einhorn is President of Greenlight Capital, Inc. Embattled activist David Einhorn on Monday unveiled a new short-selling Robbins made the comment during his presentation at the Sohn.

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Says Trillion Dollar market caps aren’t prohibited. Negative words on Amazon. Readers can find links to ALL of our Sohn coverage at this post so you do not need to search around the site although feel free to do so David Einhorn comments below.

Make sure you sign up for our free newsletter to ensure you do not miss any updates! Tracking top hedge funds since Market Folly readers can receive a discount to the event by clicking here and using discount code: Investment Ideas From H To learn more about Einhorn and his investment process, we recommend checking out his book, Fooling Some of the People All of the Time.

Shows all the RTO frauds, no specific names to short.

Introductory speaker notes Allied Capital presentatio Lehman shorts were legendary. What will Einhorn pitch? Long Palladium, Short Platinum I UBS analysts are confused on this, opines Einhorn.


David Einhorn 2014 Ira Sohn Conference Presentation

Company is paying out more than it earns because it refuses to cut dividend. Some special form of preferred. Below are notes from his presentation. Einhorn believes the company hypes a lot and constantly changes its pitch of what it does based on what is hot — shale, or whatever. Never Miss A Story!

You would think CLB is steeped in hot markets based on bulls, but this is not the case. CLB was always cyclical but was in right place at right time in crash but not now.

Never Miss A Story! Ira Sohn Conference Notes: Core always buys back stock regardless of price.

Greenlight Capital is a value-oriented investment advisor whose goal is to achieve high absolute rates of return while minimizing the risk of capital loss. Peak earnings multiple on declining earnings should take the stock down a lot more.

ATHN went ballistic in 6 months from Nov. Core ambulatory business has runway for growth.

David Einhorn Live At Sohn Conference

It needs much higher oil prices. He says co is in big trouble with Amazon’s big push into the category. We respect your privacy no spam ever. Readers can find links to ALL of our Sohn coverage at this post so you do not need to search around the site although feel free to do so.

The hedge fund manager’s speech entitled, “Good News for the Grandchildren” focuses on how our grandchildren won’t have to pay for the consequences of our actions; we will.


We respect your privacy no spam ever. Default or return to Franc not out of the question. Subscribe to ValueWalk Newsletter. When they stop going up…. Posted by market folly at Howard Marks on Contrarianism: Disclaimer The content provided within this website is property of MarketFolly.

Use this information at your own risk. Analysts need explanation for stability of CoreLabs during crisis.

David Einhorn Ira Sohn Conference Presentation –

For more coverage of this event, be sure to head to notes from the Ira Sohn Conference as well as Steve Eisman’s presentation, Subprime Goes to College. One time fiscal stimulus has goosed earnings. TSLA — will he expand on the presentatioon ground stock or will he pitch a different short, long, or discuss macro? Newer Post Older Post Home.

Revenue growth, no op profits; criticized company’s weak profit growth Use this information at your own risk. Stephen Mandel’s Ira Sohn Presentation: You can also download a. Where could we be einhhorn.