Tag Archives: David Einhorn

Typical Story of an Unknown Value Investor with Little AUM

Posted on February 13, 2012 by Ray Galkowski, CFA

The NYSSA linked to a story in Smart Money that I had to share. It is a story of a fund manager who seeks to buy companies that are trading at a discount to their intrinsic value and that have excellent long-term prospects; in other … Continue reading →

Share
Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , | 1 Comment

Expert Opinion: What is it Worth? Montana, Brady, and Tebow

Posted on November 18, 2011 by Ray Galkowski, CFA

I am absolutely fascinated with the Tim Tebow story. Not the one about the vilified, overtly Christian athlete. No, I am fascinated with the countless stories of athletes like Tebow that experts said could not be successful, and then end up having one success … Continue reading →

Share
Posted in Uncategorized | Tagged , , , , , , , , , , , , | Leave a comment

It is Unfortunate that Professional Sports Franchises are not Shortable

Posted on November 5, 2011 by Ray Galkowski, CFA

I suspect these stories are an omen for the Wilpons’ continued ownership of the Mets: Mets will pay 3 percent interest to investors http://www.nypost.com/p/news/business/mets_next_pitch_WTbeypwaj93Lp1Mb58gOQN#ixzz1cr5G1BU4 Mets lay off 10 percent of staff http://www.nypost.com/p/news/local/queens/front_office_met_ax_uFsH3565WnN4JOaARQlTvJ If Reyes waits, he’ll get big bucks — but … Continue reading →

Share
Posted in Uncategorized | Tagged , , , , , , , , , | Leave a comment

Similar Investors Perform Alike…

Posted on July 12, 2011 by Ray Galkowski, CFA

…as Buffett noted in his Superinvestors speech–see tab above–despite having little overlap in their portfolios. I liberally copied from the business models used by Ben Graham, Warren Buffett, David Einhorn, Seth Klarman, and Mohnish Pabrai. Those investors started small with … Continue reading →

Share
Posted in Uncategorized | Tagged , , , , , , , | Leave a comment

It’s All About the Benjamins: Or, How the Bernanke Market Could Kill Nascent Graham Fund Managers

Posted on March 30, 2011 by Ray Galkowski, CFA

The Wall Street Journal published an interesting OpEd piece by Mark Spitznagle today. It described Benjamin Bernanke and Benjamin Graham’s conflicting views of markets. http://online.wsj.com/article/SB10001424052748704425804576220983131318962.html?mod=WSJ_Opinion_LEADTop Two disparate views of markets represent well the range of opinion among U.S. stock market participants … Continue reading →

Share
Posted in Uncategorized | Tagged , , , , , , , , , , | Leave a comment

Santangel’s Review…

Posted on March 8, 2011 by Ray Galkowski, CFA

…is a publication that tries to identify excellent, unknown investment managers. I have placed a link to their website in the resources section to the right. In the comment below they wonder how many David Einhorns there are who never got the … Continue reading →

Share
Posted in Uncategorized | Tagged , , , | Leave a comment

David Einhorn on the Charlie Rose Show (Video)

Posted on December 14, 2010 by Ray Galkowski, CFA

David Einhorn appeared on the Charlie Rose Show on December 6, 2010. I think Einhorn is a brilliant securities analyst. He has done a remarkable job providing high risk-adjusted returns for over a decade for the limited partners in his … Continue reading →

Share
Posted in Uncategorized | Tagged , , , , , , , , , , | Leave a comment

The Third Quarter Letter from David Einhorn’s Greenlight Capital

Posted on November 18, 2010 by Ray Galkowski, CFA

For your reading pleasure–the third quarter letter from David Einhorn’s Greenlight Capital. David is an excellent value-focused, long-short hedge fund manager and his assets have grown quickly due to his stock selection success. That growth has also led David to … Continue reading →

Share
Posted in Uncategorized | Tagged , , , , , , | Leave a comment

St. Joe Company: Shorting News You Can Use

Posted on October 13, 2010 by Ray Galkowski, CFA

Greenlight Capital’s David Einhorn, an outstanding long-short value investor, presented at the Value Investing Congress today and detailed why St. Joe may be going to zero. Greenlight is one of a handful of successful investment management firms that have the following … Continue reading →

Share
Posted in Uncategorized | Tagged , , , , , | Leave a comment