David Einhorn

David Einhorn

Last Update: 2015-02-13

Number of Stocks: 42
Number of New Stocks: 12

Total Value: $7,524 Mil
Q/Q Turnover: 28%

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. (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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5 Stocks Multiple Gurus Are Buying David Einhorn, Murray Stahl, Joel Greenblatt, Chas - 5 Stocks Multiple Gurus Are Buying
One of GuruFocus’ useful features is the Consensus Picks of Gurus page, which lists stocks that have been bought or sold by multiple gurus. More...

CONSENSUS PICKS


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David Einhorn's Most Weighted Low PE Stocks
David Einhorn (Trades, Portfolio) 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 1996. More...

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Chicago Bridge & Iron is a good buy post recent results
Chicago Bridge & Iron Company (CBI) recently reported strong fourth quarter results. CB&I adjusted net income was $161.3 million, or $1.47 per diluted share, excluding acquisition and integration related costs. Revenue for the fourth quarter was $3.4 billion with new awards of $3.3 billion. Despite a ~15% increase in stock price post earning, the stock still appears to be a good buy. The company has an impressive track record of growth and is trading at 8.44 times its FY2015 EPS estimates. Here’s a look at the company in detail. More...

LONG, INDUSTRIALS


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Analyzing David Einhorn's New Buys: Yahoo! Inc. (YHOO)
David Einhorn (Trades, Portfolio) is president of Greenlight Capital (a value-oriented investment advisor). He is most famous for his short bet against Lehman Brothers during the 2008 crisis. 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. More...

LONG, TECHNOLOGY, INTERNET, Yahoo!, David Einhorn


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Analyzing David Einhorn's New Buy: Life Time Fitness (LTM) David Einhorn - Analyzing David Einhorn's New Buy: Life Time Fitness (LTM)
David Einhorn (Trades, Portfolio) is President of Greenlight Capital (a value-oriented investment advisor). He is most famous for his short bet against Lehman Brother during 2008 crisis. 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. More...

LONG


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Greenlight Capital: Fourth Quarter 13-F Filing
More...

GREENLIGHT CAPITAL,DAVID EINHORN,HEDGE FUND,MANAGER,BILLIONAIRE,VALUE INVESTING,LONG-TERM


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David Einhorn Buys Time Warner, Life Time Fitness in Q4 David Einhorn - David Einhorn Buys Time Warner, Life Time Fitness In Q4
David Einhorn (Trades, Portfolio) founded Greenlight Capital in 1996 with $900,000, more than half of which came from his parents, according to Einhorn’s Forbes profile. Today, the firm has about $10 billion in assets under management. More...

DAVID EINHORN, TIME WARNER, LIFE TIME FITNESS, GREENLIGHT CAPITAL


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A Look at David Einhorn's investment in Chicago Bridge and Iron (CBI)
Hedge fund titan David Einhorn (Trades, Portfolio) has recently initiated a long position Chicago Bridge and Iron (CBI). His fund now holds 2,940,000 shares of the company. The company has an impressive track record of growth and its EPS has more than doubled over the last few years. More...

LONG, ENGINEERING AND CONSTRUCTION


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Analyzing David Einhorn's New Buy: Time Warner (TWX)
Last quarter, famed hedge fund manager David Einhorn (Trades, Portfolio) bought 3,795,700 shares of Time Warner Inc (TWX). The company is trading at 18 times FY2015 consensus EPS and appears a value buy given its high earnings growth rate. Here's a look at the company in detail. More...

LONG, MEDIA


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A Look at Which Oil Company is the Safest Buy Based on Dividend Data Bruce Berkowitz,David Einhorn,Brian Rogers,Ruane C - A Look At Which Oil Company Is The Safest Buy Based On Dividend Data
Oil has been a hot topic in the news ever since prices began to decline, which has lead investors to paying closer attention to energy stocks. As outlined in a previous article on the energy sector, the recent spike in insider buys in this sector did not go unnoticed. Although looking at trends in insider trades is one way to determine which stocks are potentially good buys, another way is by looking at the dividend data, a feature we offer to premium members. The tab can be found on each stock's page. More...

OIL, ENERGY SECTOR, DIVIDEND DATA


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David Einhorn’s Best Stocks of 2014 David Einhorn - David Einhorn’s Best Stocks Of 2014
David Einhorn (Trades, Portfolio), founder of the $10 billion hedge fund Greenlight Capital, saw his gains for the year through November reach 11%, slightly below the S&P 500’s gain of 11.9% for the same period. More...

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A Closer Look at Market Vectors Gold Miners ETF
In this article, let´s take a look at Market Vectors Gold Miners ETF (GDX) which is a favorite ETF for David Einhorn (Trades, Portfolio). As of Dec. 31, 2013, hedge fund Greenlight Capital owned 8.8 million shares. More...

ETF, Gold, Market Vectors Gold Miners ETF


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Miners Are an Attractive Substitute for Gold Exposure
In this article, let´s take a look at Market Vectors Gold Miners ETF (GDX) which is a favorite ETF for David Einhorn (Trades, Portfolio). As of Dec. 31, 2013, hedge fund Greenlight Capital owned 8.8 million shares. More...

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Top Is Near For Apple Shares
Equity markets ended roughly flat on Tuesday as a surprise drop in U.S. consumer confidence numbers offset positive economic growth figures. More...

APPLE, STOCKS, SHORT


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Ron Baron Explains What To Look For In a Company That's Built To Last
What should investors look for when trying to find great companies that they can own for decades? Ron Baron (Trades, Portfolio) thinks the place to start is management. More...

Ron Baron, David Einhorn, Video, Value investing, Long


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Technology Guru Peter Thiel Discusses David Einhorn's Short of Amazon
Over the long term, Peter Thiel would not bet against Jeff Bezos and Amazon.com. David Einhorn (Trades, Portfolio) disagrees as he is shorting the still profit-less Amazon. More...

Peter Thiel, David Einhorn, Amazon


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David Einhorn 2014 Ira Sohn Conference Presentation
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The Importance of Capital Intensity and Thoughts From Einhorn
It seems as though there has been a debate ongoing within the value investing community pertaining to ROE, ROIC and net-nets. At one end of the spectrum we have the argument that value investors are throwing in the towel and buying anything with a high ROE while using 20+ years discounted cash flows to support their thesis. The central argument is, there is no margin of safety if one pays more than NCAV or liquidation value. At the other end of the spectrum we hear that the most profitable way to invest over the long-term is continually buying and selling assets trading below NCAV, P/B or low P/E. I do agree that assets available below NCAV, low P/B or low P/E can be profitable, but we must ask ourselves why is Mr. Market willing to offer us a business at a price that values the business higher dead than alive? More...

DAVID EINHORN, WARREN BUFFETT


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David Einhorn Becomes Half Owner, Chairman of Homebuilder David Einhorn - David Einhorn Becomes Half Owner, Chairman Of Homebuilder
David Einhorn (Trades, Portfolio) on Monday made a major purchase of his stock BioFuel Energy Corp, upping the position to 15,650,727 shares from 1,427,825 shares – a 996.1% increase. More...

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David Einhorn Sees Opportunities In The Recent Choppy Market
David Einhorn (Trades, Portfolio) has been frustrated at the lack of opportunities in recent months. The recent selloff has him excited about some positions that he has been able to pick up. More...

David Einhorn, Greenlight Capital


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User Comments

Utonates@gmail.com
ReplyUtonates@gmail.com - 3 months ago
hihi i http://www.gurufocus.com/stock/TSE:8308&summary mentioned that David Einhorn (Trades, Portfolio) bought huge stakes in Resona holdings but why is it not reflected in his portfolio?


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