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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Shows all the RTO frauds, no specific names to short. CLB is involved in shale production and then changed its focus. 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.

David Einhorn 2014 Ira Sohn Conference Presentation

Trades at 20x, could be left in the dust. Core was always cyclical and is exposed to least desirable sector. Market Folly readers can receive presnetation discount to the event by clicking here and using discount code: He says co is in big trouble with Amazon’s big push into the category.

Larry Robbins’ Ira Sohn Presentation: Advocates use of perpetual preferred stocks. To see what else Ptesentation has been investing in, we highlighted his new position in NCR and we’ve also covered Greenlight’s portfolio for those interested.

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At current levels we think shares primarily reflect the existing ambulatory market opportunity with little value attributed to inpatient growth.

David Einhorn’s Ira Sohn Presentation on Martin Marietta Materials, Apple & More ~ market folly

David notes that as stocks increase in price …shares disconnect from fundamentals and jokes that depending on the stockall of them seem enihorn be at a reasonable in valuation in relation to each other, nothing that other competitors seem to be at bubbly valuations.

Use this information at your own risk. They drew revolver to buy stock until when they had to actually sell equity. This mistake goes back to oil collapse. Introductory speaker notes Allied Capital and Lehman shorts were legendary. 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.

David Einhorn Live At Sohn Conference

One time fiscal stimulus has goosed earnings. Never Miss A Story!

Instead of watching the situation preentation into a debt crisis, Einhorn urges us to address the situation right now. Send me ocassional third party offers Yes No.

Ira Sohn Conference Notes: 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. You can also download a. Just like Kanye loves himself, CEO loves his stock at any price.


Analysts need explanation for stability of CoreLabs during crisis. Only time will tell. As you can imagine, Einhorn likes gold and gold stocks.

Subscribe to ValueWalk Newsletter. Below are notes from his presentation. Negative words on Amazon. Where could we be wrong. Default or return to Franc not out of the question. ATHN went ballistic in 6 months from Oshn.

Tracking top hedge funds since Einhorn notes the CEO has been calling for V shaped recovery since and is now calling for one. Chinese elites are taking money out of the country. What will Einhorn pitch?

He screamed through slides and provided very little detail, more of ienhorn way to touch on several ideas, so people can do their own work.