David Einhorn

What We're Reading ~ Hedge Fund Links 5/30/14

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Baupost Group looks to real estate, Greek bank warrants [ValueWalk]

David Einhorn's comments at Greenlight Re investor day [Santangels Review]

Lee Cooperman's presentation why equities are the place to be [ValueWalk]

Top 500 hedge funds control 99% of industry assets [Reuters]

Interview with...

David Einhorn's Slideshow Presentation on AthenaHealth From Sohn Conference

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If you missed it, we recently posted up notes from the 2014 Sohn Conference in New York.  There, David Einhorn of Greenlight Capital unveiled a short of Athena Health (ATHN).  The conference has released his full slideshow presentation now and it is embedded below:

Be sure to check out...

Sohn Conference Notes New York 2014: Einhorn, Tudor Jones, Shumway, Laffont & More

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Below are notes from the 19th annual Sohn Investment Conference in New York, produced in partnership with Bloomberg LINK.  As always, top hedge fund managers pitched their latest investment ideas to benefit pediatric cancer research.  Here's this year's edition.

Sohn Investment...

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Greenlight Capital's Q1 Letter: Sees Tech Bubble Forming

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David Einhorn's hedge fund firm Greenlight Capital is out with is first quarter letter.  In it, they talk about how a potential bubble in tech is forming.  As such, they've shorted a basket of momentum names in small size in order to manage risk.

Other main takeaways from the letter...

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Sohn Investment Conference Speakers Announced: Less Than a Month Away

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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

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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

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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

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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

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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

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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)

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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

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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

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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

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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)

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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:...