Greenlight Capital's Q4 Letter (pdf enclosed).
Brief:
- Last Quarter took a 4.9% beating, but was up 7.9% for the year.
- Longs made the money, shorts were losers (biggest: Marvell Technologies).
- Faith in GM, Sprint.
- Strange idea: Verizon to buy all of VOD ?
- Bearish on iron ore.
| Attachment | Size |
|---|---|
| Qlet2012-04.pdf 269.93 KB | 269.93 KB |
"Our coffee was too hot, our apple was bruised, and our iron supplements didn't go down smoothly." Just about sums it up. einhorn's always a good read
Temporibus quasi nostrum blanditiis incidunt. Ab et dolorem dolores consequatur quam unde consequatur. Tempore suscipit incidunt dicta quo eum aut. Atque consequatur atque assumenda sint tempora. Quo sed rerum modi et sed suscipit qui eum.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...