David Einhorn
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- David Einhorn: Value Investing Will Continue To Be A Very Successful StrategyDuring his recent interview on The End Game Podcast, David Einhorn explains why value investing will continue to be a very successful strategy. Here’s an excerpt from the interv…
- David Einhorn: These Are ‘Very Strange Times’In his latest Q3 2022 Letter, David Einhorn explains why these are ‘Very Strange Times’. Here’s an excerpt from the letter: It isn’t entirely clear whether we are, or are not, i…
- David Einhorn: Value Investing May Never Come BackIn his recent interview with Bloomberg, David Einhorn explained why value investing may never come back. Here’s an excerpt from the interview: Einhorn: Relating to value investi…
David Einhorn – Top 10 Holdings – Q2 2022 – New Buys CEIX, KD, AAWW, GLD, CNXCOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…- David Einhorn: Invest In Companies That Are Buying Back Stock During Bear MarketsIn his latest Q2 2022 Letter, David Einhorn discusses why investors should invest in companies that are buying back stock during bear markets. Here’s an excerpt from the letter:…
David Einhorn: TWTR – We’re Getting 50-50 Odds On Something That Should Happen 95%+ Of The TimeIn his latest Q2 2022 Letter, David Einhorn explains why his new position in Twitter Inc (TWTR) gives him 50-50 odds on something that should happen 95%+ of the time. Here’s an …- David Einhorn: What A Decade Of Structural Under-Investment Means For InvestorsIn his recent interview with the Sohn Conference Foundation, David Einhorn discussed what a decade of structural under-investment means for investors. Here’s an excerpt from the…
David Einhorn Top 10 Holdings – Latest 13F, Buys TSLA (PUT), GPN, CPRI, VSCO, KDOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…- David Einhorn: Half A Silly Stock Price Is Not Deep ValueIn his latest Q4 2021 Shareholder Letter, David Einhorn discusses why half a silly stock price is not Deep Value. Here’s an excerpt from the letter: A basket of bubble stock sho…
David Einhorn Top 10 Holdings – Latest 13F, Buys SLV, TECK, BHFOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…- David Einhorn: Make Sensible Investments In Companies Based On Earnings, Cashflows, And Assets, And Not On Top Line Story StocksIn his recent interview with CNBC, David Einhorn recommended investors make sensible investments in companies based on their earnings, cashflows, and assets, and not in top line…
David Einhorn: Losing Money When You’re Holding High-Performing WinnersIn his latest Shareholder Letter, David Einhorn discusses the frustration associated with owning two of the companies in his portfolio, GRBK and BHF, that have performed above e…- David Einhorn: Sometimes You Just Need To Own The ‘Now’ StocksThis article on FT discusses one of David Einhorn’s comments from the recent Simplify ETF’s event in which he discusses the need to own the ‘now’ stocks even though he doesn’t u…
David Einhorn Top 10 Holdings (Q2 2021)One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…- David Einhorn: Value Stocks Are Starved Of CapitalIn his latest Q2 2021 shareholder letter, David Einhorn discussed why he believes inflation is not transitory saying, “we remain positioned on the other side, as there are and w…
David Einhorn’s Top 10 Holdings (Q1 2021)One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…- David Einhorn: Has The Tide Turned From Growth to Value?In his latest Q1 2021 Shareholder Letter, David Einhorn discusses the Fed, performance drag on the short side, what fuelled the GME short squeeze, and indications that the tide …
- David Einhorn’s Top 10 Holdings (Q4 2020)One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…