The Ideas Report For Serious Investors

David Einhorn is one of the most widely respected hedge fund managers.  He employs a value-oriented, research-intensive long-short strategy in managing Greenlight Capital.

General information:

• Bio at Wikipedia
• Op-ed in New York Times, January 3, 2009
• Research report on Greenlight Capital Re (Nasdaq: GLRE), December 2008
• New York Magazine article, entitled "The Short Game," June 15, 2008
• Financial Times article, entitled "How to play the short game," July 16, 2008
  
• SEC filings of Greenlight Capital
  

Speeches:

• Recent speeches
  
• May 2009: The curse of the Triple A (see related short thesis on ratings agencies)
  
• May 2008: Accounting "ingenuity"
  
• April 2008: Private profits, socialized risk
  
• October 2007: Housing crisis, securitizations, etc.
  
• November 2006: Concept of ROE
• May 2006: Microsoft
  
• 2002: Allied Capital (short) (video)

Letters to investors:

• 4Q08 letter
• 3Q08 letter
• 1Q08 letter
  

Other letters:

• March 2009: Letter to Ontario Securities Commission objecting to agreements between MI Developments (MIM) and Magna Entertainment (MECA -- bankrupt)
  
• July 2007: Letter to the Board of Directors of Washington Group opposing merger with URS

Videos about David Einhorn:

• CNBC, September 8, 2009 (Einhorn presents short thesis on McGraw-Hill)
  
• CNBC, September 3, 2009 (revisiting Einhorn's short thesis on Lehman)
• CNBC, May 28, 2009 (what Einhorn was buying at the time)
• CNBC, May 28, 2009 (Einhorn on gold)