David Einhorn

David Einhorn

Last Update: 08-14-2015

Number of Stocks: 43
Number of New Stocks: 6

Total Value: $7,972 Mil
Q/Q Turnover: 16%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

David Einhorn' s Profile & Performance

Profile

David Einhorn is President of Greenlight Capital (a value-oriented investment advisor). Through August 2006, Einhorn had achieved annual returns of 29% since starting Greenlight in May of 1996.

Web Page:http://www.greenlightcapital.com/

Investing Philosophy

Einhorn believes an investment approach emphasizing intrinsic value will achieve consistent absolute investment returns and safeguard capital regardless of market conditions. He is a noted activist investor, taking positions in companies, and then pushing management to implement changes.

Total Holding History

Performance of Greenlight Re

YearReturn (%)S&P500 (%)Excess Gain (%)
20148.713.69-5.0
201319.632.39-12.8
20127.116-8.9
3-Year Cumulative39.2 (11.7%/year)74.6 (20.4%/year)-35.4 (-8.7%/year)
20112.12.11-0.0
20101115.06-4.1
5-Year Cumulative57.8 (9.6%/year)105.1 (15.5%/year)-47.3 (-5.9%/year)
200932.126.465.6
2008-17.6-3719.4
20075.95.490.4
200624.415.798.6
200514.24.919.3
10-Year Cumulative158.4 (10%/year)109.4 (7.7%/year)49 (2.3%/year)
20045.210.88-5.7

Top Ranked Articles

Ira sohn Investment Conference Notes
Greetings. Yesterday (May 26, 2010) was the 2010 Ira Sohn Investment Conference. The conference is run by Doug Hirsch and Dan Nir and it remembers Ira Sohn, who died of cancer after a brief Wall Street career. The proceeds go to help pediatric cancer treatment centers including, The Tomorrows Children Fund at Hackensack Medical Center and NY Presbyterian Hospital/Weill Cornell Medical Center. You can get more information at http://www.irasohnconference.com/ Read more...
Slideshows From The Value Investing congress
This will be my last article on the value investing congress. Read more...
10 Reasons Why a Stock Can Be Undervalued
If you find a stock that you believe is undervalued, it is important to try to determine the reason for the undervaluation. As Buffett wrote about poker in his 1987 letter to shareholders, "If you've been in the game 30 minutes and you don't know who the patsy is, you're the patsy." Read more...
Will David Einhorn Buy Marvell Again as Price Drops Further?
David Einhorn makes few investing mistakes. Since he reported his second-quarter portfolio, only one of his stocks is cheaper today than when he bought it: Marvell Technology Group Ltd. (NASDAQ:MRVL). When the price declined 28 percent in the second quarter, Einhorn said he used it as “an opportunity to increase our stake in the company.” His colleague Daniel Loeb of Third Point, meanwhile, exited his position. As the stock continued a 19 percent slide in the third quarter (42 percent year to date), it left many to wonder if it is still the deal Einhorn thought it was. Read more...
Recent Thoughts on Market Valuations
It seems that most of what I read these days points to an overheated market. Here is a breakdown of what a couple well-known and respected managers (and one college professor) have said on the topic as of late: Read more...
» More David Einhorn Articles

Commentaries and Stories

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Invest With One of the Best Hedge Fund Managers for Free Greenlight Capital Re is low-priced despite proven long-term successes David Einhorn - Invest With One Of The Best Hedge Fund Managers For Free
David Einhorn (Trades, Portfolio) is one of the more recognizable names in the investment industry. His firm, Greenlight Capital, has consistently posted market-beating returns over most of the past decade. While it’s costly to invest directly into his funds, there is a way to cash in on his investing prowess. More...

VALUE, LONG, SHORT, EINHORN, HEDGE, FUNDS, HEDGE FUND, GREENLIGHT


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David Einhorn's Greenlight Capital Raises Stake in Leading U.S. Memory Chip Maker Micron
In this article, let's take a look at Micron Technology, Inc. (NASDAQ:MU), a $15.74 billion market cap company, which provides semiconductor solutions worldwide. Although the company delivers a negative return of more than 58% year-to-date, David Einhorn (Trades, Portfolio) holds 37.95 million shares, ups his stake by 14% on the quarter. The value of the stake amounts to $714.97 million. The second largest shareholder of the company is Seth Klarman (Trades, Portfolio), with 19.7 million shares, valued at $371.26 billion, held as of the end of the Q2 2015. More...

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M&R Capital Management Buys Allergan in Q2 2015
At the end of the second quarter of 2015, the hedge fund M&R Capital Management Inc, reported a total value of its portfolio of $422.9 million with a increase of $15,000 over the previous quarter. More...

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Micron, A David Einhorn Stock, Has Fallen 40% This Quarter. Is it a Buy?
Micron Technology Inc. (NASDAQ:MU) provides semiconductor solutions worldwide in the form of Dynamic Random Access Memory (DRAM) and NAND flash memory products. Per GuruFocus, a number of notable investors own MU including David Einhorn, Seth Klarman, Joel Greenblatt, and more. David Einhorn (Trades, Portfolio) has a sizable position and recently made some interesting comments. Per the Wall Street Journal, Einhorn predicted that MU will be worth more than Netflix “sometime in the next few years” (Einhorn is bearish on Netflix). From what we can tell, Einhorn began purchasing MU in 2013 Q3 and his average price per share is $18.58/share. His latest batch of purchases was in 2015 Q2 is estimated to be at $26.66/share. Of course, we don’t know what hedges, if any, he used. More...

MU


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The Energy Enigma – Delivering Alpha Unfiltered
The oil price recovery has done a U turn, and we are headed back down. More...

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David Einhorn Boosts Investment in Consol Energy David Einhorn - David Einhorn Boosts Investment In Consol Energy
David Einhorn (Trades, Portfolio) boosted his stake in Consol Energy Inc. (NYSE:CNX) by 43.85% on Monday, according to Real Time Picks. More...

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A Look at June's Hedge Funds Returns
The $3 trillion hedge-fund industry tumbled probably due to two important effects. On the one hand, Greece’s debt situation and on the other hand the recent performance of the Chinese stocks. In simple words, June was a bad month for stocks and for hedge funds, too. More...

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Ohio-based Bank´s Results Were in the Median of Regional Banking Peers
In this article, let's take a look at Fifth Third Bancorp (NASDAQ:FITB), a $17.08 billion market cap company, which is a diversified financial services company, based in Cincinnati, which operates 1,340 branches in 12 states, with a focus on Ohio, Michigan and Illinois. More...

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Greenlight Capital's (David Einhorn) Q2 Investor Letter
The Greenlight Capital funds (the “Partnerships”) returned (1.5)%,1 net of fees and expenses, in the second quarter of 2015, bringing the year-to-date net return to (3.3)%. During the second quarter, the S&P 500 index returned 0.3%, bringing the index year-to-date return to 1.2%. More...

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David Einhorn, Daniel Loeb Both Boost Green Brick Partners Holding David Einhorn - David Einhorn, Daniel Loeb Both Boost Green Brick Partners Holding
David Einhorn (Trades, Portfolio) of Greenlight Management and Daniel Loeb (Trades, Portfolio) of Third Point both announced Monday that they increased their respective positions in Einhorn’s company Greenbrick Partners Inc. (NASDAQ:GRBK). More...

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David Einhorn’s Three Favorite High Yield Dividend Stocks
David Einhorn (Trades, Portfolio) is one of the most successful long/short hedge fund managers. He has averaged returns of nearly 20% a year since starting his hedge fund Greenlight Capital in 1996. More...

DIVIDENDS, HIGH YIELD, LONG, MEDIA, AUTOMOTIVE, TELECOMMUNICATIONS


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Why GM Is A Buy David Tepper,David Einhorn,Kyle Bass,Warren Buffet - Why GM Is A Buy
It has been a few years since General Motors Company (NYSE:GM) resurected from the ashes of its former incarnations bankruptcy. It is still the leading automaker in the States and slowly U.S. taxpayers are forgiving the company its previous mistakes. In October 2010 the automaker integrated AmeriCredit to continue to offer credit to customers. Currently, Fiat Chrysler Automobiles CEO Sergio Marchionne is pursuing GM to merge with the Italian automaker. Sergio Marchionne has a reputation as a briliant manager who is highly skilled at creating shareholder value. His arguments are laid out in a presentation called Confessions of a Capital Junkie. His main point is that automakers are achieving RoIC below their average cost of capital. Long term that is a huge problem, and he thinks the solution lies in a few mega companies. By his estimates a combination of Fiat with another major automaker would result in between $2.8 billion to $5 billion in benefits per year. Fiat and GM’s combined Ebitda is around $19 billion, so that More...

AUTO, AUTOMAKERS, CYCLICAL,


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Micron May Be the Biggest Guru Bargain Of All
Micron Technology (NASDAQ:MU) was founded in Boise, Idaho and manufacturers and markets a basic commodity for the computer industry – DRAM, NAND Flash memory, CMOS image sensors, along with other semiconductor components. was founded in Boise, Idaho and incorporated in October 1978. More...

EINHORN, TEPPER, GREENBLATT, KLARMAN, STORAGE, MEMORY, SSD, DRAM


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Stay Away From David Einhorn's Fourth-Largest Bet
David Einhorn's Greenlight Capital disclosed an equity portfolio valued at some $7.65 billion as of the end of the first quarter of 2015. The equity portfolio is mainly invested in Technology (48%), Consumer Discretionary (21%) and Industrials (14%) stocks. More...

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Buy the Keysight Technologies Spinoff After the Dip David Einhorn,Joel Greenblatt - Buy The Keysight Technologies Spinoff After The Dip
Research has shown that investing in spin-offs is a proven and consistent way of beating the market. Since massively outperforming the S&P 500 following its separation last year, shares of Keysight Technologies (KEYS) have lagged the market and its former parent Agilent Technologies (A) considerably. More...

SPINOFF, SPIN, SPIN-OFF, GROWTH, STABLE, VALUE, UNDERVALUED, LONG, Keysight Technologies


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Ken Heebner's stocks trading with low P/E
Ken Heebner (Trades, Portfolio) is the co-founder of Capital Growth Management, which is a privately owned investment manager. It was founded in 1990 and is based in Boston and the firm invests in the public equity markets of the United States. The firm provides its services to charitable organizations, pension and profit sharing plans, investment companies, and high net worth individuals. More...

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A Close Look of Herbalife Clubs Worldwide: Part I Bill Ackman,David Einhorn - A Close Look Of Herbalife Clubs Worldwide: Part I
This is a very long post. I have done a lot of work on Herbalife that should be made public – and I am travelling on several long-haul plane journeys which gave me time to splice it all together. [Now in New York via London and the Middle East.] More...

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David Einhorn's Largest Bets
David Einhorn (Trades, Portfolio)´s Greenlight Capital disclosed an equity portfolio valued at some $7.65 billion as of the end of the first quarter of 2015. The equity portfolio is mainly invested in Technology (48%), Consumer Discretionary (21%) and Industrials (14%) stocks. More...

David Einhorn


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The Most-Bought Stocks of Investment Gurus in Q1 Caxton Associates,David Einhorn - The Most-Bought Stocks Of Investment Gurus In Q1
Most value investors pride themselves on not following the crowd and investing in stocks where they see worth but that others have declined. Sometimes their perspectives on an opportunity line up, however, and multiple investors buy shares of the same company. More...

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A Look Into Morgan Stanley's Upgrade of General Motors David Einhorn,George Soros - A Look Into Morgan Stanley's Upgrade Of General Motors
Morgan Stanley analyst Adam Jonas recently upgraded General Motors (NYSE:GM), saying that the company may consider radical strategic changes going forward as share buy backs are not working. In his latest report he wrote: More...

LONG, General Motors, GM



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