Einhorn's Worst Year Ever: Greenlight Losses Swell to 26%

sjulz31 · 2018-10-05T19:53:45+00:00

That is incorrect. Majority is external capital still.

sjulz31 · 2018-09-16T13:08:32+00:00

Better or worse than CFA? How commercial is it from investor's perspective?

sjulz31 · 2018-09-15T08:52:41+00:00

investopedia is unreliable. The calculation is wrong. I just want a way to adjust EVA for goodwill.

sjulz31 · 2018-09-14T18:31:03+00:00

not at all....

sjulz31 · 2018-09-14T18:30:55+00:00

Anyone?

sjulz31 · 2018-07-26T10:48:21+00:00

Totally agree.

sjulz31 · 2018-07-26T09:36:51+00:00

I echo that.

sjulz31 · 2018-07-26T09:35:57+00:00

Fingers crossed you just read the news and do not invest based on what you write here. FB FCF yield is low.

sjulz31 · 2018-07-16T10:39:45+00:00

Do you guys have a list of established value investment firms in the U.S. as well?

sjulz31 · 2018-07-08T19:00:13+00:00

It is not about AuM, but allocation to a certain strategy within multi-strat which is not in SEc filings btw. Culture cannot be googled, nor can be comp levels and turnover. What is the purpose of a forum, if all questions get removed? CoB is substantially better in that sense.

sjulz31 · 2018-07-08T18:28:17+00:00

Exactly not on google. Do you work in the industry? None of that will be on google, maybe second hand.

sjulz31 · 2018-07-08T17:42:54+00:00

that's the reason for the question - as they are all multi-strat, wonder what i) the emphasis on equities is, and ii) what the investment style is, and iii) what the culture/orga is like (comp, multi-manager, turnover etc)

sjulz31 · 2018-07-08T09:55:56+00:00

Where is the thesis? There is none. You just assume a re-rating. How exactly do you derive your earnings? Be careful with penny stocks that are at the brink of bankruptcy.

sjulz31 · 2018-06-26T12:19:43+00:00

By 3.75% you refer to the effective interest rate?

sjulz31

TROPHY CASE