EINHORN IRA SOHN PRESENTATION PDF

David Einhorn of Greenlight Capital is speaking now at the Ira Sohn Investment Conference in New York City. What will Einhorn. David Einhorn Presentation At Ira Sohn: Short AthenaHealth. May 5, at pm by Sheeraz Raza. David Einhorn is President of Greenlight Capital, Inc. Embattled activist David Einhorn on Monday unveiled a new short-selling Robbins made the comment during his presentation at the Sohn.

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Stocks That Matter Most t Some special form of preferred. ATHN went ballistic in 6 months from Nov.

David Einhorn 2014 Ira Sohn Conference Presentation

Japan’s two largest social network companies are in the cellar. Negative words on Amazon. We are upgrading ATHN to OW based on a long growth runway in both its core ambulatory business and expansion into the larger inpatient market. Core was always cyclical and is exposed to least desirable sector. Excerpt From His Bo Ira Sohn Conference Notes: Tracking top hedge funds since For more coverage of this event, be sure to head to notes from the Ira Sohn Conference as well as Steve Eisman’s presentation, Subprime Goes to College.

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Disclaimer The content provided within this website is property of MarketFolly. He thinks a crisis has already unfolded and that our generation will be the ones paying for it.

David Einhorn Sohn Conference Presentation [LIVE]

Pfesentation me ocassional third party offers Yes No. Posted by market folly at 8: Long Argentina Sovereign Debt I Stephen Mandel’s Ira Sohn Presentation: Make sure you sign up for our free newsletter to ensure you do not miss any updates! Howard Marks on Contrarianism: Einhorn does not think oil prices will go up. Einhorn notes the CEO has been calling for V shaped recovery since and is now calling for one.

Banks are in trouble. We respect your privacy no spam ever. Revenue growth, no op profits; criticized company’s weak profit growth Drivers are end market and price of oil.

Use this information at your own risk. He says co is in big trouble with Amazon’s big push into the category. Only time will tell. Shows all the RTO frauds, no specific names to short.

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Says Trillion Dollar market caps aren’t prohibited. It needs much higher oil prices.

We’re posting up notes from the Ira Sohn Conference. Long Palladium, Short Platinum I Advocates use of perpetual preferred stocks.

David Einhorn Presentation At Ira Sohn Investment Conference

Prime customers are big presentatikn it is tied to capital spending outside America CLB was always riding a CapEx story never secular. All the projections of analysts were wrong — there was 47 percent decline in CLB earnings i 2 years but they never reconsidered. Default or return to Franc not out of the question. Subscribe to ValueWalk Newsletter. Never Miss A Story! Tracking top hedge funds since