David Einhorn has just released Greenlight Capital’s Q4 letter (yesterday, January 18). As usual it’s an entertaining and insightful look at the market as well as Einhorn's investing activities. Einhorn’s letters are a must-read each quarter for his forthright evaluation of the market and well-researched comments on the individual positions his hedge fund holds. Fullscreen for the larger read:
Related Posts
The Price You Pay: Valuation Evaluation
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Amid a market…
Staying focused through tariff uncertainty and market jitters
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stocks - Uncertainty contributed to a significant…
Capitalism’s Chemical Crisis Creeps Closer, Quietly
Why Jeremy Grantham Thinks We’re Poisoning Ourselves Out of Capitalism – and What Investors Must Do Next By…
One Sector Stands Alone—And It Might Be Your Best Bet for What’s Next
by SIACharts.com Building on our prior teaching on the SIA Sector Scopes, today we have taken a snapshot…
The Ergodic Gambler: Why Your Portfolio is Not What You Think It Is
"[Ray] Dalio tends to say you can have 16 uncorrelated return streams. That’s just categorically untrue." Mutiny Fund's…
Are the tides rising for European equities in 2025?
by Robert Schramm-Fuchs, Portfolio Manager, Janus Henderson Is Europe at a turning point? European Equities Portfolio Manager Robert…
Inflation, the Fed, and the Markets
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Growth Stocks Lead Selloff Amid Trade Fears
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…