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
Quick Thoughts: The end of the free trade era
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Why the new Trump tariffs…
Hard or Soft Data?
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments Most perceptions regarding investing are created by…
Jurrien Timmer: A Study in Contrasts (Week of 3/31/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company This information is provided for…
A Deep Dive on AI: AGF Leaders Weigh In on Market Disruptions and Opportunities
Navigating AI’s Impact on Markets “We’re still in the early innings.” That’s the assessment from AGF Portfolio Manager…
From $83 to $154: The Gold Miner That Won’t Quit
by SIACharts.com The last time we highlighted Agnico Eagle Mines Ltd (AEM.TO) in our Daily Stock Report was…
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…