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Wednesday, May 30, 2012 - 12:16pm
Why Einhorn Is Wrong About Apple
Earlier today, Benzinga covered David Einhorn's Greenlight Capital quarterly investor letter. In the letter, Greenlight defends Apple (NASDAQ: AAPL) against a variety of bearish theses. Specifically, Greenlight highlights four common rebuttals that analysts and commentators have put out on the...
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Sunday, May 20, 2012 - 9:53am
Barron's Recap (5/19/12): Dalio's World and the Einhorn Effect
This weekend in Barron's online: Hedge-fund manager Ray Dalio's thoughts on the troubles in Europe, the effect of comments made by David Einhorn, and the consequences of the Facebook IPO flop. Cover Story "Ray Dalio's World" by Sandra Ward. Ray Dalio, fabled hedge-fund manager, is the head of...
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Thursday, May 17, 2012 - 12:45pm
Ira Sohn Investment Conference Market Movers for Thursday
The annual Ira Sohn Investment Conference was held in New York on Wednesday. At the event, which supports the treatment and cure of pediatric cancer, many of the world's most successful hedge fund managers and other noteworthy investors pitch stock ideas to their colleagues. The investment ideas...
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Einhorn Brings The Pain on Martin Marietta
Wednesday, May 16, 2012 - 4:44pmShares of North Carolina-based Martin Marietta Materials (NYSE: MLM), a producer of granite, limestone, sand, gravel, and other products used for construction and infrastructure projects, plunged 8.2% today on volume that was roughly eight times the daily average after Greenlight Capital's David...
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Einhorn Bullish On Apple, Says Could Be $1 Trillion Company
Wednesday, May 16, 2012 - 4:30pmGreenlight Capital's David Einhorn is bullish on tech titan Apple (Nasdaq: AAPL), the largest U.S. company by market value. At the Ira Sohn Conference, Einhorn said Apple is a "great company with a great balance sheet" and noted that the maker of the iPhone and the iPad, the world's top-selling...
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HerbaLife Rises Close to 17% in Regular Trading Hours
Wednesday, May 16, 2012 - 4:08pmHedge fund manager David Einhorn did not mention HerbaLife (NYSE: HLF) in his presentation today at the Ira Sohn Conference. Shares of HerbaLife spiked more than 5% on this news during regular trading hours. Shares then traded as much as an additional 4% higher during after-hours trading. Before...
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Tuesday, May 15, 2012 - 3:33pm
The Herbalife Lotto Ticket, Should You Buy In?
On Wednesday, the Ira Sohn investment conference will bring a decent amount prominent money managers, where they will speak about equities, the general economy, and other trading ideas. Bill Ackman, David Einhorn, Jeff Gundlach, and John Paulson are all scheduled to speak, as well as 10 others....
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Five Stocks to Watch for Ira Sohn
Tuesday, May 15, 2012 - 12:19pm
On Wednesday, several prominent money managers will speak at the Ira Sohn investment conference. Bill Ackman, David Einhorn, Jeff Gundlach, and John Paulson are all scheduled to speak, as well as 10 others. Traders should watch Benzinga tomorrow, as we will be providing real-time coverage of the...
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Wednesday, May 9, 2012 - 11:42am
Caris Gets Heat on Herbalife Downgrade Predicated on Upcoming Einhorn Speech
David Einhorn's siege on Herbalife (NYSE: HLF) during the company's May 1st earnings call sent shares tanking. In the ensuing three trading sessions, HLF shed 34 percent of the previous closing price, and haven't recovered much since. The stock's movement prompted research firms covering the...
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David Einhorn Strikes Down Herbalife - For Now
Thursday, May 3, 2012 - 1:43pm
Questions posed on an earnings conference call with Herbalife's (NYSE: HLF) management by famous value investor and noted short-seller David Einhorn have spooked HLF shareholders in a major way. The stock is in free-fall for a third straight day on Thursday, and the one-time high-flier is now down...
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