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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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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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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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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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Friday, February 24, 2012 - 5:59pm
Apple: Hedge Fund Ownership Makes It the King Kong of Crowded Trades
When examining the investment merits of Apple (NASDAQ: AAPL), it is not hard to see why the company has become THE darling of Wall Street. Everyone is making money in this name. Furthermore, it looks like this story is far from over. Everything continues to line up for the stock and it looks like...
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Dell Falls 6% After Q4 Earnings
Wednesday, February 22, 2012 - 4:29pm
Dell Inc. (NASDAQ: DELL) Released its Q4 earnings results on Tuesday after the closing bell. The company reported net income for the quarter of $764 million or $0.43 per share, versus $927 million or $0.48 per share, in the year ago period. On a non-GAAP basis, which is comparable to analysts'...
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Friday, February 10, 2012 - 4:41pm
Benzinga Exclusive: David Einhorn Comments On Apple TV, Gold, and Japan
Top value-oriented hedge fund manager David Einhorn is speaking today at the Columbia business school. This afternoon, Einhorn, whose comments frequently move the markets, spoke about the prospects for Apple TV, gold and Japan in addition to commenting on a number of other stocks in which he holds...
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David Einhorn Comments on Apple, Still Short Green Mountain
Friday, February 10, 2012 - 4:30pmOn Friday, David Einhorn of Greenlight Capital spoke at Columbia Business School. Benzinga was first to break the story. Einhorn made several noteworthy comments: Einhorn was positive on Apple (NASDAQ: AAPL) as a business. He said that, in general, the TV business is one of very low margins, but...
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Chips Near Session Highs: Marvell Technology, Intel in Spotlight
Tuesday, November 15, 2011 - 3:47pmSemiconductor stocks are leading the way higher, as two big investors disclosed positions in Marvell and Intel. Marvell Technology Group Ltd. (NASDAQ: MRVL) shares are near session highs, as the chip company was in the news yesterday. Renowned hedge fund investor David Einhorn of Greenlight...
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Thursday, November 10, 2011 - 1:47pm
David Einhorn Cleaning Up on Short Green Mountain Position
At the Value Investing Congress this past October, hedge fund manager David Einhorn revealed that he had established a short position in shares of Green Mountain Coffee Roasters (NASDAQ: GMCR). The Greenlight Capital founder said that the company has a "litany of accounting questions" and that its...
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