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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UBS analysts are confused on this, opines Einhorn. You can also download a. Disclaimer The content provided within this website is property of MarketFolly. 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. CLB was always cyclical but was in right place at right time in crash but not now. Games under regulatory scrutiny. Sales of adult diapers outsold those for babies this year.

sojn Says Trillion Dollar market caps aren’t prohibited. What will Einhorn pitch? Einhorn notes the CEO has been calling for V shaped recovery since and is now calling for one.

Market Folly readers can receive a discount to the event by clicking here and using discount code: Send me ocassional third party offers Yes No.

Newer Post Older Post Home. Never Miss A Story! Earnings are poised to disappoint. David Einhorn graduated with a B.


Long Argentina Sovereign Debt I Tracking top hedge funds since This mistake goes back prseentation oil collapse. Tracking top hedge funds since Follow Us On Twitter Tweets by marketfolly. Banks are in trouble. We respect your privacy no spam ever. He thinks a crisis has already unfolded and that our generation will be the ones paying for it. Revenue growth, no op profits; criticized company’s weak profit growth Trades at 20x, could be left in the dust.

TSLA — will he expand on the battle ground stock or will he pitch a different short, long, or discuss macro? Stocks That Matter Most t Einhorn believes the company hypes a lot and constantly changes its pitch of what it does based on what is hot — shale, or whatever. Posted by market folly at 8: That is because this is a new idea.

David Einhorn Presentation At Ira Sohn Investment Conference

Short US Steel X. Excerpt From His Bo 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.

At current levels we think shares primarily reflect the existing ambulatory market opportunity with little value attributed to inpatient growth. Instead of watching the situation spiral into a debt crisis, Einhorn urges us to address the situation right now. Einhorn believes rpesentation these assumptions are too aggressive and likely to prove optimistic. They drew revolver to buy stock until when they had to actually sell equity.


Core ambulatory business has runway for growth. Core always buys back stock regardless of price. Peak earnings multiple on declining earnings should take the stock down a lot more.

Analysts need skhn for stability of CoreLabs during crisis. Subscribe to ValueWalk Newsletter. Follow Us On Twitter Tweets by marketfolly. It needs much higher oil prices. To learn more prexentation Einhorn and his investment process, we recommend checking out his book, Fooling Some of the People All of the Time.

David Einhorn Live At Sohn Conference

When they stop going up…. Only time will tell. One predentation fiscal stimulus has goosed earnings. Howard Marks on Contrarianism: Now USD not coming in anymore, so the gig is up.

Introductory speaker notes Allied Capital and Lehman shorts were legendary. Negative words on Amazon. David Einhorn’s Ira Sohn Presentation: All the projections of analysts were wrong — there was 47 percent decline in CLB earnings i 2 years but they never reconsidered. To see what else Einhorn has been investing in, we highlighted his new prfsentation in NCR and we’ve also covered Greenlight’s portfolio for those interested.