David Einhorn

Sohn Investment Conference Speakers Announced: Less Than a Month Away

(via www.marketfolly.com)

The 19th Annual Sohn Investment Conference is right around the corner on May 5th, 2014 in New York.  This is one of the premier investment conferences each year and it features an insanely good speakers list.  Produced by Bloomberg LINK, the event is a fundraiser to support pediatric...

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Greenlight Capital Increases BioFuel Stake, Submits Proposal

(via www.marketfolly.com)

David Einhorn's hedge fund Greenlight Capital has filed an amended 13D on shares of BioFuel Energy (BIOF).  Per the filing, Greenlight discloses a 35.5% ownership stake with over 2.2 million shares.  This is an increase of 784,205 shares since their last disclosure.  The filing was...

What We're Reading ~ Hedge Fund Links 3/7/14

(via www.marketfolly.com)

A look at Paul Tudor Jones [Dealbook]

Some hedge fund best ideas for 2014 [WSJ]

David Einhorn will speak at this upcoming conference [Make a Difference Wisconsin]

Einhorn: many stocks have completely disconnected from valuations [ValueWalk]

Loeb sees more volatility this year [Bloomberg]...

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Greenlight Capital's Q4 Letter: New Positions in Micron, BP, & Anadarko Petroleum

(via www.marketfolly.com)

David Einhorn's hedge fund Greenlight Capital returned 19.1% net in 2013.  Greenlight's fourth quarter letter to investors unveils their thesis on new positions in Micron Technology (MU), BP (BP), and Anadarko Petroleum (APC).

Greenlight likes Micron because the industry has started to act a...

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Greenlight Capital Adds to Cairn Energy Stake

(via www.marketfolly.com)

David Einhorn's hedge fund Greenlight Capital has added to its stake in London-listed oil and gas exploration company Cairn Energy (LON:CNE). 

Due to trading on January 16th, Greenlight increased their stake from 3% to 4.22% of Cairn's voting rights.  Approximately 20% is held via a...

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Tiger Veda Starts EADS, Osram Licht Stakes: Q3 Letter

(via www.marketfolly.com)

Manish Chopra's hedge fund Tiger Veda initiated a few new positions in the third quarter according to their Q3 letter.  Tiger Veda bought Osram Licht, EADS, and KAR Auctions Services.

Readers might already be familiar with Osram Licht because David Einhorn's hedge fund purchased it as well...

Jim Chanos & Jim O'Neill on China At Bloomberg Markets 50 Summit (Video)

(via www.marketfolly.com)

Kynikos Associates' hedge fund founder Jim Chanos sat down with Jim O'Neill, former Chairman of Goldman Sachs Asset Management at the Bloomberg Markets 50 Summit to chat about China, real estate, and markets.  Here are some of the highlights:

Chanos & O'Neill on China

O'Neill says...

David Einhorn & Jim Chanos on Similarities Between Poker & Investing

(via www.marketfolly.com)

Bloomberg recently highlighted a poker tournament featuring hedge fund managers David Einhorn and Jim Chanos.  In it, they asked the hedgies to compare poker to investing. 

Einhorn said that, "Over time, as you invest in lots and lots of stocks over a long period of time, skill I think...

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What We're Reading ~ Hedge Fund Links 8/9/13

(via feedproxy.google.com)

Everyone thinks everyone else is manipulating Herbalife [Dealbreaker]

Bridgewater asks if a perfect storm is brewing in Europe? [ValueWalk]

Tepper's firm turns 20, posts strong gains [II Alpha]

Comments from David Einhorn's GLRE call [SeekingAlpha]

George Soros, partners bet on Brazil...

Greenlight Capital Sells Some Einstein Noah Restaurant Group Shares

(via feedproxy.google.com)

David Einhorn's hedge fund firm Greenlight Capital just filed an amended 13D with the SEC regarding shares of Einstein Noah Restaurant Group (BAGL).  In it, they disclose a 53.1% ownership stake with 9,233,469 shares.

According to the Form 4 filed with the SEC, Greenlight sold 1,500,000...

The Art of Value Investing: How the World's Best Investors Beat the Market (Book Review)

(via www.marketfolly.com)

Today we're reviewing the new book, The Art of Value Investing: How the World's Best Investors Beat the Market by John Heins and Whitney Tilson.  These two have aggregated an entire book full of quotes and anecdotes from top hedge fund managers over the years.

The Art of Value Investing:...

What We're Reading ~ Hedge Fund Links 7/26/13

(via www.marketfolly.com)

The big hedge fund backlash [Reformed Broker]

David Einhorn covers JC Penney short, excerpts from Q2 letter [ValueWalk]

SAC Capital is indicted [NYTimes]

White Elm Capital's white hot streak [Institutional Investor]

Microsoft in talks with ValueAct over board seat [Reuters]

How to...

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New Hedge Fund Wisdom Issue Now Available

(via www.marketfolly.com)

The brand new first quarter issue of our premium Hedge Fund Wisdom newsletter is now available!  Subscribers please login at www.hedgefundwisdom.com to download it.

In The New Issue

- Equity analysis of 3 stocks top hedge funds are buying: 
Written by hedge fund analysts, this...

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David Einhorn's Sohn Conference Presentation: Oil States International (OIS)

(via www.marketfolly.com)

We're posting up notes from the Ira Sohn Conference 2013 in New York.  Next up is a summary of the presentation from David Einhorn of Greenlight Capital.  He presented a long of Oil States International (OIS).

Long: Oil States International (OIS)

It's a low cost provider. ...

Notes From Ira Sohn Conference 2013: Einhorn, Druckenmiller, Eisman & More

(via www.marketfolly.com)

Today we present notes from the 2013 Ira Sohn Conference in New York.  The 18th annual event featured top hedge fund managers presenting investment ideas and the proceeds from the event benefit pediatric cancer research and treatment via the Sohn Conference Foundation.  Summaries of each...