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 2014 Ira Sohn Conference Presentation

Follow Us On Twitter Tweets by marketfolly. He says co is in big trouble with Amazon’s big push into the category.

Company is paying out more than it earns because it refuses to cut dividend. What will Einhorn pitch? Disclaimer The content provided within this website is property of MarketFolly. Introductory speaker notes Allied Pressntation and Lehman shorts were legendary. Prime customers are big and it is tied to capital spending outside America CLB was always riding a CapEx story never secular.


Send me ocassional third party offers Yes No. Never Miss A Story! Tracking top hedge funds since Einhorn notes the CEO has been calling for V shaped recovery since and is now calling for one. Eihhorn mistake goes back to oil collapse.

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

Tracking top hedge funds since Einhorn believes that these assumptions are too aggressive and likely to prove optimistic. Revenue growth, no op profits; criticized company’s weak profit growth Disclaimer The content provided within this website is property of MarketFolly.

Use this information at your own risk.

CLB is involved in shale production and then changed its focus. It needs much higher oil prices.

Instead of watching the situation spiral into a debt crisis, Einhorn urges us to address the situation right now. Below are notes from his presentation.

We respect your privacy no spam ever. ATHN went ballistic in 6 months from Nov. As you can imagine, Einhorn likes gold and gold stocks.

David Einhorn Live At Sohn Conference

Use this information at your own risk. You can also download a. UBS analysts are confused on this, opines Einhorn. 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.


Just like Kanye loves himself, CEO loves his stock at any price. Greenlight Capital’s David Einhorn gave a presentation on a ton of different stocks. One time fiscal stimulus has goosed earnings.

David Einhorn Ira Sohn Conference Presentation –

They drew revolver to buy stock until when they had to actually sell equity. Newer Post Older Post Home. Posted by market folly at Advocates use of perpetual preferred stocks. We’re posting up notes from the Ira Sohn Conference. Excerpt From His Bo Short US Steel X. Ienhorn are end market and price of oil.

You would think CLB is steeped in hot markets based on bulls, but this is not the case. Posted by market folly at 8: David Einhorn graduated with a B.