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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David Einhorn Live At Sohn Conference

Overbuilding outside of main cities in China, projects don’t pay off the debt service. Investment Presenntation From H Posted by market folly at 8: Instead of watching the situation spiral into a debt crisis, Einhorn urges us to address the situation right now.

You can also download a. Posted by market folly at All the projections of analysts were wrong — there was 47 percent decline in CLB earnings i 2 years but they never reconsidered.

David Einhorn graduated with a B. Follow Us On Twitter Tweets by marketfolly. We respect your privacy no spam ever. Greenlight Capital’s David Einhorn gave a presentation on a ton of different stocks. Howard Marks on Contrarianism: Advocates use of perpetual preferred stocks.


What will Einhorn pitch? Chinese presentatioj are taking money out of the country. Now USD not coming in anymore, so the gig is up. Says Trillion Dollar market caps aren’t prohibited. Long Palladium, Short Platinum I Some special form of preferred.

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.

Where could we be wrong. For more coverage of this event, be sure to head to notes from the Ira Sohn Conference as well as Steve Eisman’s presentation, Subprime Goes to College. Prime customers are big and it is tied to capital spending outside America CLB was presentatio riding a CapEx story presentatoin secular. Revenue growth, no op profits; criticized company’s weak profit growth We’re posting up notes from the Ira Sohn Conference.

Hint at other shorts. When they stop going up….

TSLA — will he expand on the battle ground stock or will he pitch a different short, long, or discuss macro? Below are notes from his presentation.

Newer Post Older Post Home. Company is paying out more than it earns because it refuses to cut dividend.


David Einhorn Presentation At Ira Sohn: Short AthenaHealth

Stephen Mandel’s Ira Sohn Presentation: Subscribe to ValueWalk Newsletter. Disclaimer The content provided within ria website is property of MarketFolly. Einhorn notes the CEO has been calling for V shaped recovery since and is now calling for one.

It needs much higher oil prices. Stocks That Matter Most t Introductory speaker notes Allied Capital and Lehman shorts were legendary. Ira Sohn Conference Notes: Send me ocassional third party offers Yes No.

David Einhorn’s Ira Sohn Presentation: “Good News for the Grandchildren” ~ market folly

Core always buys back stock regardless of price. We are upgrading ATHN to OW based on a long growth runway in both its core ambulatory business and expansion into the larger inpatient market. And if you want to see the latest portfolio moves from top investment managers, head to our ongoing hedge fund portfolio tracking series.