David Einhorn
O
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(Senior Neanderthal, 4,380
Points)
on 5/1/12 at 3:24pm
How can one man make a company lose 25% of it's market cap with just three questions.
+1 SB to you sir
Whats every ones opinion about Herbalife, any health geeks take any supplements from this company?





This is crazy. Einhorn can
This is crazy. Einhorn can make money on a position just by asking a few questions in a conference call. Not saying this is what happened but it's possible.
"Sincerity is an overrated virtue" - Milton Friedman
dude is awesome anyone who
dude is awesome
anyone who hasn't done so, should read Fooling some of the people all of the time
RIP WSO Chat.
He's a legend. He called
He's a legend.
He called Lehman before it went down, took a lot of heat for it, but was labelled a baller when everyone realized he was right.
anyone who hasn't done so, should read Fooling some of the people all of the time
Anyone have a PDF of it?
I was just going to post
I was just going to post this. The guy is such a fucking BOSS, it's sick. No doubt he's one of the 5 best hedge fund managers out there right now, in any space, along with the likes of Jim Simons, Seth Klarman, etc.
all these analysts are saying
all these analysts are saying it's a buy lol shit still droping
inc congressional hearings?
inc congressional hearings?
Wasn't he on the board of
Wasn't he on the board of Countrywide? He killed it with Lehman but his overall view of the subprime mortgage industry wasn't on par with Paulson and Kyle Bass.
The guy def has a knack for interpreting financial statements. Like Soros, he's taking advantage of the herd behind him.
mb666: Wasn't he on the board
Wasn't he on the board of Countrywide? He killed it with Lehman but his overall view of the subprime mortgage industry wasn't on par with Paulson and Kyle Bass.
The guy def has a knack for interpreting financial statements. Like Soros, he's taking advantage of the herd behind him.
I think Einhorn understands individual stocks on a deeper level than almost anyone out there. Not just financial statements analysis but also extensive research into a company's distribution channels, inner operations, etc.
Paulson made one REALLY good call and has been living off of it since. I'm not convinced that he is one of the truly elite hedge fund managers in terms of pure talent.
With the level of diligence
With the level of diligence they do, I actually think working at Greenlight would be miserable.
Also, I doubt Einhorn
Also, I doubt Einhorn actually shorted it before the call. And I bet he was very surprised by the market reaction to his questions. If anything, I bet greenlight loads up the truck on Herbalife shares tomorrow. I'd be a massive buyer right now. This thing will pop 10+% tomorrow. You heard it here.
Well is Herbalife even a real
Well is Herbalife even a real buisness or is it a pyramid scheme?
They don't even have bar codes on there products do they?
Brady4MVP: The guy is such a
The guy is such a fucking BOSS, it's sick. No doubt he's one of the 5 best hedge fund managers out there right now, in any space, along with the likes of Jim Simons, Seth Klarman, etc.
None of this should matter to you, Brady. He doesn't even have a degree from a decent Ivy, much less an MBA. How does he plan on closing his next round of fundraising without an MBA?
Financial Modeling Training
Guide to Finance Interviews
Banking Resume
prospie: Brady4MVP: The guy
The guy is such a fucking BOSS, it's sick. No doubt he's one of the 5 best hedge fund managers out there right now, in any space, along with the likes of Jim Simons, Seth Klarman, etc.
None of this should matter to you, Brady. He doesn't even have a degree from a decent Ivy, much less an MBA. How does he plan on closing his next round of fundraising without an MBA?
LOL you nailed it
I don't get it. I saw the
I don't get it. I saw the question and I read the transcript. His question seemed pretty innocuous and the CFO said they could easily provide the data. Does anyone have any idea what Einhorn's getting at or why people think this line of questioning suggests some fundamental weakness in either the business or the financials?
NewGuy: Also, I doubt Einhorn
Also, I doubt Einhorn actually shorted it before the call. And I bet he was very surprised by the market reaction to his questions. If anything, I bet greenlight loads up the truck on Herbalife shares tomorrow. I'd be a massive buyer right now. This thing will pop 10+% tomorrow. You heard it here.
Yeah definitely. Because Einhorn's the type of guy that does his due diligence during conference calls. He definitely didn't want to get them on the record responding to those questions, and he certainly doesn't already have a short position, nor does he know the company better than senior management.
NewGuy: Also, I doubt Einhorn
David Einhorn is the best
I hate victims who respect their executioners
Follow BH & Co. on Twitter: @DumbLuckCapital
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In case you're
oaktreeman: In case you're
I'd still load up on
NewGuy: With the level of
Somewhat related? - Anyone
prospie: Brady4MVP: The guy
I like him but OVERRATED
NewGuy: I'd still load up on
andyinsandiego: NewGuy: I'd
My man-crush on this guy
I hate victims who respect their executioners
Follow BH & Co. on Twitter: @DumbLuckCapital
twitter.com/DumbLuckCapital
Silence is golden. Shorts are
David did the pump and dump
killfrankgoreshead: David did
RIP WSO Chat.
killfrankgoreshead: Silence