The Digest #141
Old Books, Damodaran on FCF, Bonus Clawbacks, Meta's Plunging Stock, Bogleheads, Alfred Sloan, David Einhorn, FDR ...
Transcript of David Einhorn’s FCIC Testimony via Santangel’s Review
Santangel's Review has published an eleven page transcript of the FCIC's interview of David Einhorn, President of Greenlight Capital. Read this article for more details and a link to the transcript ...
The St. Joe Company: Einhorn vs. Berkowitz
According to an article on Barron.com, David Einhorn presented a very bearish case against The St. Joe Company this morning at the Value Investing Congress. Mr. Einhorn is President of Greenlight Capital and one of the most prominent "super investors" ...
Value Investing Congress: $1,800 Discount for Rational Walk Readers
We are pleased to announce a great opportunity for readers of The Rational Walk to save $1,800 on registration for the Value Investing Congress that will take place in New York City on October 12 and 13. This offer expires ...
Einhorn Comments on Ensco Position in Q2 Letter
Last week, we reported that David Einhorn's Greenlight Capital took a large position in Ensco plc during the second quarter. Ensco was profiled in an article on The Rational Walk in early June and the company is scheduled to report ...
Einhorn’s Greenlight Capital Takes Large Position in Ensco
In a sign that value oriented hedge fund managers are continuing to wade into the depressed offshore drilling sector, David Einhorn's Greenlight Capital has reported a 5.2 percent stake in Ensco plc as of June 30, 2010. Mr. Einhorn controls ...
Inflation Expectations Are Creeping Up
As the Financial Times reported today, inflation expectations in the United States and the UK have been reaching levels not seen since late last year. In the case of the United States, implied inflation expectations appear to be pushing past ...