y******i
发帖数: 2584 | 1 不知道到底对不对，前几周中国大陆的钢铁价格还是比较稳定的，
David Einhorn is shorting iron ore
The hedge fund manager shares his bearish views regarding Chinese demand at
an investor gathering.
By Benzinga Thu 1:04 PM
Share
16
Stock market Bear copyright Hemera Technologies, JupiterimagesBy Scott Rubin
, Benzinga Staff Writer
Hedge fund whiz David Einhorn gave a presentation at the Great Investors'
Best Ideas symposium in Dallas on Tuesday.
While the media was not allowed at the event, portfolio manager Leo Isaak
rep... 阅读全帖 |
|
l*********m
发帖数: 16971 | 2 http://buzz.money.cnn.com/2012/09/17/einhorn-biofuel-energy/?so
Investors have followed David Einhorn's every move since he predicted Lehman
Brothers' coming demise in early 2008.
Chasing David Einhorn can be a dangerous investing game. Investors in a tiny
ethanol company should consider themselves warned.
Ethanol producers, particularly BioFuel Energy (BIOF), have been struggling
this year. The drought in the Midwest isn't going away, and in late August,
BioFuel Energy's investors learned that ... 阅读全帖 |
|
y******i
发帖数: 2584 | 3 Einhorn Shed Positions in Best Buy, Carefusion Last Quarter; Cut Apple Stake
By Mia Lamar
High-profile hedge fund manager David Einhorn cut his stake in Apple Inc. (
AAPL) and completely shed struggling electronics retailer Best Buy Co. (BBY)
and medical-device company CareFusion Corp. (CFN) in the third quarter,
according to a regulatory filing released Wednesday.
As for new investments, Mr. Einhorn's Greenlight Capital raised its stake in
automaker General Motors Co. (GM) by 4.2 million shares... 阅读全帖 |
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l*******u
发帖数: 12906 | 4 该牛人的insider trading罚金到底交了没有？
In January 2012, Einhorn and Greenlight Capital were fined $11.2 million (
split equally) by the U.K. Financial Services Authority (FSA) for trading on
inside information in Punch Taverns Plc (PUB) in 2009. According to the FSA
, Einhorn was told of Punch Taverns’ equity fundraising by a broker
representing the company prior to the event. Einhorn sold more than 11
million shares over the following four days, avoiding losses of about 5.8
million pounds. The FSA found ... 阅读全帖 |
|
E*****n
发帖数: 7961 | 5 ☆─────────────────────────────────────☆
sunfish (sunfish) 于 (Mon Oct 26 11:05:05 2015, 美东) 提到:
你还是赌少了呀
直接由非赌徒进化成庄家
一个人挑大梁
估计赌场危险
嘿嘿
我今年是真没空
也比较腻味站方
否则可以多带你一程
☆─────────────────────────────────────☆
Einhorn (静待时机) 于 (Mon Oct 26 11:13:09 2015, 美东) 提到:
我开了 你看看对不对
是啊 急死了 每人应征啊
要不动用版面包子 悬赏征？
☆─────────────────────────────────────☆
Einhorn (静待时机) 于 (Mon Oct 26 11:13:35 2015, 美东) 提到:
还有你那个外盘数据哪里查的？
☆─────────────────────────────────────☆
sunfish (sunfish) 于 (Mon Oct 26 11:17:20 2015... 阅读全帖 |
|
r**m
发帖数: 1825 | 6 Q3 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their
Portfolio
[Benzinga]
Wayne Duggan
,Benzinga•November 15, 2018
The latest round of 13F filings from institutional investors is out,
revealing to the world the stocks that some of the richest and most
successful investors have been buying and selling.
Takeaways From 13F Season
Investors who follow particular fund managers can easily look up what each
was buying and selling in the quarter, but other investors may be more
i... 阅读全帖 |
|
l*******u
发帖数: 12906 | 7 他这本书谁看过？
Einhorn graduated summa cum laude from Cornell University with a BA in
Government from the College of Arts and Sciences in 1991. He was a member of
the Sigma Alpha Epsilon fraternity at Cornell. Einhorn lives in Westchester
County, New York with his wife and three children.
Einhorn is a major contributor and board member of The Michael J. Fox
Foundation. In 2006, Einhorn finished 18th in the World Series of Poker main
event and donated his winnings (over $650,000) to the foundation.[19]... 阅读全帖 |
|
E*****n
发帖数: 7961 | 8 http://www.mitbbs.com/article_t/board/31536907.html
【 以下文字转载自 board 讨论区 】
发信人: Einhorn (静待时机), 信区: board
标 题: 【申请】 NBA版版主——申请人Einhorn
发信站: BBS 未名空间站 (Mon Oct 5 17:10:24 2015, 美东)
是否已阅读：1）《站规》2）《版务操作简易手册》?:
是
[申请ID]:
Einhorn
[申请版面]:
NBA
[申请职务]:
NBA 版主
[版务经验]:
无
[申请纲领]:
继续NBA版的光荣历史，提供一个纯净的环境给喜欢热爱NBA的网友。 |
|
j*****h
发帖数: 3292 | 9 "Einhorn then moved onto criticizing the company: Poor transparency. Doesn’
t even report lbs shipped, k-cup units, or precise Keurig brewers units.
GMCR has cut their amount disclosure over time, which is what companies
usually do when metrics are deteriorating."
Einhorn discusses in 2008 GMCR published Total Pounds shipped, as well as
pounds shipped per channel. He indicates that in 3Q11 this ceased to be
reported.
He claims in 2008 units were rounded to the nearest thousand, and now 3Q11,
uni... 阅读全帖 |
|
k********8
发帖数: 7948 | 10 http://www.huffingtonpost.com/david-einhorn/fed-interest-rates_
A Jelly Donut is a yummy mid-afternoon energy boost.
Two Jelly Donuts are an indulgent breakfast.
Three Jelly Donuts may induce a tummy ache.
Six Jelly Donuts -- that's an eating disorder.
Twelve Jelly Donuts is fraternity pledge hazing.
My point is that you can have too much of a good thing and overdoses are
destructive. Chairman Bernanke is presently force-feeding us what seems like
the 36th Jelly Donut of easy money and wondering... 阅读全帖 |
|
|
发帖数: 1 | 12 https://www.cnbc.com/2019/01/23/hedge-fund-manager-einhorn-explains-why-he-
lost-more-than-30percent-last-year-nothing-went-right.html
All-star hedge fund manager David Einhorn explains in a letter why his hedge
fund lost more than a third of its value last year.
Greenlight Capital, lost 11.4 percent in the fourth quarter, bringing its
decline to 34.2 percent in 2018.
He also decided to reopen his funds to new investments, a move not seen
since 2014.
上半年大盘涨的时候做空，下半年跌的时候反而做多了，连这样的大牛都被市场来回抽
。亏飞蛙们会... 阅读全帖 |
|
l*******u
发帖数: 12906 | 13 David Einhorn (born November 20, 1968), an American hedge fund manager, is
the Founder and President of Greenlight Capital, a "long-short value-
oriented hedge fund". He started Greenlight Capital in 1996 with $900,000.
Greenlight has generated about a 22% annualized return for investors.[2]
Einhorn is also the Chairman of Greenlight Capital RE, Ltd, a Cayman Islands
-based reinsurance company and is a major shareholder. |
|
d*****r
发帖数: 39446 | 14 【此篇文章是由自动发信系统所张贴】
⊙ 博彩开启于：Thu Jun 23 13:35:34 2016 类别：单选
⊙ 主题：zlight Einhorn互转 6084
⊙ 博彩题目描述：
【选项如下】
(1) zlight网友买一柱
(2) Einhorn买6084柱
(3) 乱买没收 |
|
d*****r
发帖数: 39446 | 15 【此篇文章是由自动发信系统所张贴】
⊙ 博彩开启于：Thu Jun 30 10:32:13 2016 类别：多选
⊙ 主题：zlight Einhorn互转 6084
⊙ 博彩题目描述：
【打对勾者正确选项】
√(1) zlight网友买一柱
(2) Einhorn买6084柱
(3) 乱买没收 |
|
g*****u
发帖数: 14294 | 16 BIOF的庄就是einhorn. trading around its holdings.
他们这个是fundamental HF. Value investing. 做MM不是他们强项。目前在装死。
俺准备站在他们肩膀上! |
|
k********8
发帖数: 7948 | 17 gosh David Einhorn is genius!!
he's thinking exactly what i've being thinking!!
so folks, don't be surprised to see me rise as next generation famous hedge
fund manager! |
|
a***s
发帖数: 5417 | 18 所有成功的大鳄都会被盯上的。paulson已经亏费了。
下一个就是Einhorn了。
Stake
BBY)
in
share |
|
|
a****o
发帖数: 6612 | 20 Probably EOG is healthier than others. Whiting is in very bad shape and I
doubt it survive "even when oil was at $100 a barrel".
http://www.bloomberg.com/news/articles/2015-05-04/greenlight-s-
Einhorn spoke negatively about fracking companies and listed several in his
slide presentation, including Concho Resources Inc., EOG Resources Inc.,
Whiting Petroleum Corp. and Continental Resources Inc.
“None of them generated excess cash flow, even when oil was at $100 a
barrel,” he said about the indust... 阅读全帖 |
|
a****o
发帖数: 6612 | 21 einhorn要是空了页岩油，应该已经赚很多了。pxd跌了有20%了。 |
|
j*****h
发帖数: 3292 | 22 WSJ
Updated July 1, 2015 7:03 p.m. ET
Two high-profile hedge funds lost money in June, hurting their performances
for the year.
Daniel Loeb’s Third Point LLC lost 0.8% in its flagship fund last month,
trimming its midyear return to 4.9%, according to an investor update Tuesday
that provided few further details. David Einhorn’s Greenlight Capital
lost 4.3% last month and is down 3% for the first half of the year,
according to a note sent to clients Tuesday.
In 2015, some hedge-fund managers have... 阅读全帖 |
|
f******t
发帖数: 19544 | 23 Einhorn被希腊搞得灰头土脸，估计又要被希腊剪头发了。 |
|
M*****c
发帖数: 2753 | 24 看报道说，David Einhorn在黄金上的利润也基本都吐回去了 |
|
d********1
发帖数: 2462 | 25 对哦，你说的对，David Einhorn是long aapl的，那个Ackman是Pershing Square的，
老把这俩个人搞错，不好意思哈 ;).. |
|
s******s
发帖数: 1793 | 26 我的偶像啊, 听说ICAHN -25%, 今年大概都赌错方向了?
17%. Thats how much Greenlight Capital’s David Einhorn is down this year,
according to a Reuters report |
|
s******s
发帖数: 1793 | 27 Einhorn三观还可以啊,ICAHN惨了点,哈哈. |
|
N*****d
发帖数: 9872 | 28 Soros做空DB，从14块烧到21，憋了2年现在也赚到了。
David Einhorn的空仓最早今年，最晚明年也会大赚。 |
|
z*****u
发帖数: 3010 | 29 哪有一定赚钱的事情
他一直坚持short nflx amzn tsla
他的投资人受不了 撤资的话
他的对手盘的 再加把火
到时候不想cover 也得cover
搞不好泡沫等他 cover了 再破 怎么办？
: Soros做空DB，从14块烧到21，憋了2年现在也赚到了。
: David Einhorn的空仓最早今年，最晚明年也会大赚。
|
|
m********o
发帖数: 2088 | 30 Einhorn covered Netflix equity short position at $281.46 as the stock
climbed to $391.43 during the second quarter.
He should have waited.... |
|
n****i
发帖数: 1772 | 31 "Tragic. Will send Einhorn a box of short shorts to comfort him through this
difficult time." |
|
n****i
发帖数: 1772 | 32 "I want to thank @elonmusk for the shorts. He is a man of his word! They did
come with some manufacturing defects. #tesla"
-- David Einhorn |
|
发帖数: 1 | 33 Greenlight, says Einhorn, was down 9.1% in Q3 and is off 25.7% YTD (as of
end of Q3).
好像今年每个季度都巨亏，就没正过 |
|
p*******o
发帖数: 1464 | 34 最近在研究einhorn，他其实不仅是在次贷危机中一战成名，之前和之后的年化
performance还是很不错的。而且他也是diversified，做足功课以后，long一篮子，
short一篮子。这样的人，2014年以后突然策略完全失灵了。performance不好，公司股
票跌了几年了，现在跌到14年的1/3都不到。而且该公司是保险公司，是用保险费在
long和short，道理上也没赔太多钱，但是市场就是不认可，现在股价是book value的
70%。价值投资这东西，必须要考虑如何撑到价值被市场发现和认可的那一天啊。 |
|
p*******o
发帖数: 1464 | 35 好像是纯巧合吧？他们的外祖母/祖母把孩子培养的挺好，但是好像没什么钱的。
einhorn好像也没有做多facebook。 |
|
E*****n
发帖数: 7961 | 36 您的ID:
Einhorn
您支持的球队:
Green Bay Packers
您支持球队的理由:
龙哥，你懂的！
您反感的球队:
NA
您反感球队的理由:
NA
您现在的居住地:
Wisconsin
您的性别:
M |
|
p*******8
发帖数: 6802 | 37 包子已有 Einhorn 发出！ 请各位查收！
感谢来围观!!!!
预祝新年交大运！！！ |
|
E*****n
发帖数: 7961 | 38 【此篇文章是由自动发信系统所张贴】
由于 soloscar 在 NBA 版的 人身攻击 行为，
被暂时取消在本版的发文权力 3 天。
版主:Einhorn
Thu May 26 15:15:51 2016 |
|
x****h
发帖数: 6590 | 39 还是你能搞
[在 Einhorn (静待时机) 的大作中提到：]
:哈哈 是我在notice版抄了一个妮可死封人的 帖子 换成了 孤峰 |
|
E*****n
发帖数: 7961 | 40 是否已阅读：1）《站规》2）《版务操作简易手册》?:
是
[申请ID]:
Einhorn
[申请版面]:
NBA
[申请职务]:
NBA 版主
[版务经验]:
无
[申请纲领]:
继续NBA版的光荣历史，提供一个纯净的环境给喜欢热爱NBA的网友。 |
|
W***n
发帖数: 11530 | 41 One of David Einhorn's winning shorts may have just been wiped out
.
Business Insider
By Julia La Roche 12 hours ago
One of the stocks hedge fund manager David Einhorn has been recently short
is being taken private at a 78% premium.
On Monday, Keurig Green Mountain Coffee, the maker of K-cups, said it's
being acquired by JAB Group for $92 a share, a deal giving the company a $13
.9 billion valuation.
The $92 share price is a 78% premium to Keurig Green Mountain's closing
share price of $51.70 pe... 阅读全帖 |
|
d**z
发帖数: 3577 | 42 Billionaire David Einhorn's Hedge Fund Is Down By 20% In 2015
Billionaire David Einhorn’s terrible year got even worse in November with
his Greenlight Capital hedge fund tumbling by about another 5%. As a result,
Einhorn’s Greelight Capital has fallen by more than 20% in the first
eleven months of 2015, according to the web site of his reinsurance company.
With the U.S. stock market basically flat this year, Einhorn’s returns look
particularly bad and, in a way, represent the general disappointm... 阅读全帖 |
|
E*****n
发帖数: 7961 | 43 ☆─────────────────────────────────────☆
Einhorn (静待时机) 于 (Thu Nov 5 21:35:02 2015, 美东) 提到:
要求一周能开两次盘
时间可以协调
只要有热情。什么都不是问题
☆─────────────────────────────────────☆
Einhorn (静待时机) 于 (Thu Nov 5 21:37:49 2015, 美东) 提到:
洛卡。皮皮鲁。索罗卡。太阳鱼
你们谁挂一个吧
[在 Einhorn (静待时机) 的大作中提到：]
：要求一周能开两次盘
：时间可以协调
：...........
☆─────────────────────────────────────☆
pplulu (皮皮鲁) 于 (Thu Nov 5 21:53:26 2015, 美东) 提到:
我还想多钓几年鱼呢，不能这么快就挂了
☆─────────────────────────────────────☆
Einhorn (静待时机) 于 (Thu Nov 5 21:5... 阅读全帖 |
|
B*****1
发帖数: 9127 | 44 ☆─────────────────────────────────────☆
sunfish (sunfish) 于 (Fri Oct 23 13:59:44 2015, 美东) 提到:
总计公开招股暂定80股，每股1000伪币
个人购股上限暂定5股，请跟此帖认购
以发帖时间为序，招满即止
赌场有风险，认购需谨慎
好了，可以开始抢了。
☆─────────────────────────────────────☆
renaissance (ole) 于 (Fri Oct 23 14:00:08 2015, 美东) 提到:
5股
☆─────────────────────────────────────☆
zblgaoxin (J20) 于 (Fri Oct 23 14:00:11 2015, 美东) 提到:
总计15
ZBLGAOXIN 5
NYKNICKS 5
WUFEI 5
☆─────────────────────────────────────☆
Mitobbs (Mitbbs) 于 (Fri Oct 23 14:00:28 201... 阅读全帖 |
|
E*****n
发帖数: 7961 | 45 ☆─────────────────────────────────────☆
Einhorn (静待时机) 于 (Mon Nov 2 12:03:03 2015, 美东) 提到:
2015年10月NBA版共1357贴
排名 ID 帖数 忠诚度(排名) 引用数(排名) 引用率(排名)
1 Einhorn 250 71.6% (13) 186 (1) 0.74 (9)
2 sunfish 219 92.4% (4) 138 (2) 0.63 (15)
3 pplulu 123 86.6% (6) 64 (4) 0.52 (18)
4 soloscar 116 52.3% (18) 78 (3) 0.67 (12)
5 lillblues 71 77.2% (12) 39 (5) 0.55 (17)
6 Acar... 阅读全帖 |
|
y***n
发帖数: 2318 | 46 【 以下文字转载自 Stock 讨论区 】
发信人: yeson (快乐着并幸福着...), 信区: Stock
标 题: 对冲基金大佬：特斯拉今年烧钱20多亿美元 你愿不愿投
发信站: BBS 未名空间站 (Tue Aug 1 14:17:46 2017, 美东)
对冲基金大佬：特斯拉今年烧钱20多亿美元 你愿不愿投
信源：华尔街见闻｜编辑：2017-08-01
Greenlight Capital总裁Einhorn预计，特斯拉今年因为生产Model 3会烧钱超过20亿美
元，但目前财力只能再撑三个季度； 要大规模生产Model 3，特斯拉得靠资本市场的融
资意愿。而业内估计Model 3的利润率仅6%。
以特斯拉的烧钱速度，接下来就看投资者愿不愿供了。一位坚定做空的对冲基金大佬如
此警告。
特斯拉今年二季度股价整体走高，让做空的对冲基金Greenlight Capital创始人兼总裁
David Einhorn失望而归，但他的唱空立场未改。本周二，在Einhorn任董事局主席的再
保险公司Greenlight Capital Re Ltd.业绩电话会议上，他这样解释为何特斯拉被... 阅读全帖 |
|
y***n
发帖数: 2318 | 47 对冲基金大佬：特斯拉今年烧钱20多亿美元 你愿不愿投
信源：华尔街见闻｜编辑：2017-08-01
Greenlight Capital总裁Einhorn预计，特斯拉今年因为生产Model 3会烧钱超过20亿美
元，但目前财力只能再撑三个季度； 要大规模生产Model 3，特斯拉得靠资本市场的融
资意愿。而业内估计Model 3的利润率仅6%。
以特斯拉的烧钱速度，接下来就看投资者愿不愿供了。一位坚定做空的对冲基金大佬如
此警告。
特斯拉今年二季度股价整体走高，让做空的对冲基金Greenlight Capital创始人兼总裁
David Einhorn失望而归，但他的唱空立场未改。本周二，在Einhorn任董事局主席的再
保险公司Greenlight Capital Re Ltd.业绩电话会议上，他这样解释为何特斯拉被高估：
因为开始生产Model 3，预计特斯拉今年烧钱会超过20亿美元。其目前财力只能撑未来
三个季度。特斯拉寻求大规模生产Model 3，所以会依赖资本市场的融资意愿。
美国媒体提到，由于一些个股交易价处于创纪录高位，Einhorn做空亚马逊、特斯拉和
云计算公司Ath... 阅读全帖 |
|
E*****n
发帖数: 7961 | 48 ☆─────────────────────────────────────☆
Einhorn (静待时机) 于 (Mon Oct 19 22:21:52 2015, 美东) 提到:
每人一个
预祝我NBA版 2015-2016赛季菠菜兴隆
欢迎各位常来做客
欢迎有兴趣的朋友申请板斧 大家一起努力
谢谢捧场
☆─────────────────────────────────────☆
pumpkin18 (pumpkin) 于 (Mon Oct 19 22:23:08 2015, 美东) 提到:
排上
☆─────────────────────────────────────☆
wzy0791 (阿毛牛) 于 (Mon Oct 19 22:25:23 2015, 美东) 提到:
chi
☆─────────────────────────────────────☆
lillblues (竭诚为您提供照片PS服务) 于 (Mon Oct 19 22:25:52 2015, 美东) 提到:
cong!
☆──────────────────... 阅读全帖 |
|
E*****n
发帖数: 7961 | 49 ☆─────────────────────────────────────☆
Einhorn (静待时机) 于 (Thu Nov 5 11:24:21 2015, 美东) 提到:
跟贴选择你认为赢的球队，即可获得包子， 前50位答对的网友可得双黄包。
☆─────────────────────────────────────☆
Mitobbs (Mitbbs) 于 (Thu Nov 5 11:25:37 2015, 美东) 提到:
OKC
☆─────────────────────────────────────☆
soloscar (scar) 于 (Thu Nov 5 11:28:23 2015, 美东) 提到:
OKC
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pplulu (皮皮鲁) 于 (Thu Nov 5 11:28:52 2015, 美东) 提到:
本版常客没有那么多，25估计足够了
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E*****n
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Einhorn (静待时机) 于 (Thu Dec 17 12:16:37 2015, 美东) 提到:
活动宗旨：
一年一度圣诞节来临，恰逢赌场开业三个月，NBA版特推出版面特殊贡献奖——
Santa rally 奖的活动。此活动为一次性奖励活动，旨在感谢各位老玩家的支持！
活动口号：
各位玩家，吃个Santa包吧！ 希望你们来个Santa rally，努力啃丁！
参与方式 ：
参与本版博彩开启工作的玩家自动获得赌场Santa 敬业奖！
购买本版博彩累计满累计五千伪币以上的玩家可以申请版面特殊贡献奖——Santa
rally奖！
回复版主本帖，对各位玩家说一句吉祥话自动获得Santa慰问包子一个！
活动时间：
2015/12/17----2015/12/18 （申报期）
2015/12/19----2015/12/22 （公示期）
奖项设置：
Santa 敬业奖 奖励三名， 奖金499伪币！
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