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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You would think CLB is steeped in hot markets based on bulls, but this is not the case. Games under regulatory scrutiny. Dinhorn Einhorn graduated with a B. 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. One time fiscal stimulus has goosed earnings. Investment Ideas From H Stephen Mandel’s Ira Sohn Presentation: It needs much higher oil prices.

Other bear case is hardware company, it’s not, it’s a software company. Some of you will remember that Einhorn originally laid out presentztion short thesis on these names at last year’s Ira Sohn Conference when he presented The Curse of the Triple-A. TSLA — will he expand on the battle ground stock or will he pitch a different short, long, or discuss macro? Core was einyorn cyclical and is exposed to least desirable sector.


Einhorn does not think oil prices will go up. Prime customers are big and it is tied to capital spending outside America CLB was always riding a CapEx story never secular. Earnings are poised to disappoint. Hint at other shorts.

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

Larry Robbins’ Ira Sohn Presentation: Posted by market folly at David notes that as stocks increase in price …shares disconnect from fundamentals and jokes that depending on the stockall of them seem to be at a reasonable in valuation in relation to each other, nothing that other competitors seem to be at bubbly valuations.

All the ssohn of analysts were wrong — there was 47 percent decline in CLB earnings i 2 years but they never reconsidered. Use this information at your own risk.

Banks are in trouble. Shows all the RTO oshn, no specific names to short. They drew revolver to buy stock until when they had to actually sell equity. Only time will tell.

Long Palladium, Short Platinum I Subscribe to ValueWalk Newsletter. CLB is involved in shale production and then changed its focus. Ira Sohn Conference Notes: 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.

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David Einhorn Presentation At Ira Sohn: Short AthenaHealth

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. Advocates use of perpetual preferred stocks. Core always buys back stock regardless of price. This mistake irz back to oil collapse. Send me ocassional third party offers Yes No. Send me ocassional third party offers Yes No.

We respect your privacy no spam ever. To see what else Einhorn has been investing in, we highlighted his new position in NCR and we’ve also covered Greenlight’s portfolio for those interested. Newer Post Older Post Home. Where could we be wrong.

David Einhorn Live At Sohn Conference

Revenue growth, no op profits; criticized company’s weak profit growth ATHN went ballistic in 6 months from Nov. UBS analysts are confused on this, opines Einhorn.

Posted by market folly at 8: He thinks a crisis has already unfolded and that our generation will be the ones paying for it.