Posts Tagged ‘einhorn’

• Einhorn’s Greenlight Q4 Letter $$
  ToddSullivan, January 22nd, 2010 at 11:48 am, Comments: 0

  For reasons recently announced, the thought process of Einhorn takes on more relevance for us.

• Einhorn’s Q3 Letter
  ToddSullivan, October 27th, 2009 at 9:52 am, Comments: 0

  Some great market commentary here. The third paragraph I think sums up the current market perfectly. Everyone’s opinion does make a certain amount of sense, depending on the day. Not sure if that is a god thing or not. My take would be that it is because as long as 1 opinion is not pervasive, [...]

• @VIC: David Einhorn, Greenlight Capital, “Liquor before Beer… In the Clear”
  ToddSullivan, October 19th, 2009 at 11:35 pm, Comments: 0

  This is a very entertaining read…

• Greenlight’s Einhorn Buys S&P and GE Puts
  ToddSullivan, August 15th, 2009 at 6:02 am, Comments: 0

  It would appear Einhorn is not a believer in the recent rally as he added puts in the S&P (.INX) and GE (GE) to his portfolio in the last quarter. Maybe this is why? From Bespoke A P/E ratio rising from 10 to 18.35 is what happens when the S&P 500 rallies 50% (the P) [...]

• Einhorn’s Q2 Letter
  ToddSullivan, July 20th, 2009 at 6:42 am, Comments: 0

  Interesting move was going from $GLD for owning physical gold and storing it because “storage was cheaper than GLD fees”…. kind of gives a bit more credence to all the gold commercials we see on TV. Also bought Dow Chemical (DOW) at $10 and sold at $12 “way too soon”. It is a 5 page [...]

• David Einhorn on "Return on Equity"
  ToddSullivan, March 11th, 2009 at 4:45 am, Comments: 0

  Transcript of David Einhorn s Speech at the Value Investing – Get more Business Plans Disclosure (“none” means no position):Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by FeedBlitz

• Greenlight Capital 2008 Annual Report $$
  ToddSullivan, February 18th, 2009 at 5:25 am, Comments: 0

  Buying Gold (GLD) …… Greenlight Capital 2008 Annual Report Publish at Scribd or explore others: Other Business & Legal david einhorn greenl Disclosure (“none” means no position):Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by FeedBlitz

• David Einhorn’s Greenlight Capital Releases 13F
  ToddSullivan, February 13th, 2009 at 6:02 pm, Comments: 0

  He added 3 million shares of Dow Chemical (DOW) in Q4. Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by FeedBlitz

• How Bad Will it Get? Some Numbers…
  ToddSullivan, February 4th, 2009 at 11:56 am, Comments: 0

  Some more thoughts on the economy…. Yesterday Dow Chemical (DOW) reported and there were two numbers related that have thus far, been ignored as to their greater effect aside from Dow. Some background. Dow makes the “stuff” and is used to produce the items that go into almost everything we used. So, if they are [...]

• David Einhorn: "Bernanke is an inflationist"
  ToddSullivan, January 29th, 2009 at 4:43 am, Comments: 0

  Because of the Fed’s actions, Greenlight Capital’s David Einhorn is buying gold (GLD) From his recent letter: This jives with what I have been saying here. Point to note, these swings are usually long term trends. Be patient. The macro-events that will cause gold to rise will take a while to unfold. just tuck it [...]