Seeking Alpha

Tim Travis'  Instablog

Tim Travis
1,026 Followers
19 Following
Send Message
Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and... More
My company:
T&T Capital Management
My blog:
T&T Capital Management Blog
My book:
Learn to Treat Your Portfolio as a Business
  • David Einhorn Shareholder Letter-Dealbreaker.com 0 comments
    Jul 25, 2012 10:23 AM

    Greenlight Capital's David Einhorn released his shareholder letter which is one of the best ones out there. He talks about his investments in the managed health care sector, and some of his dispositions. Einhorn runs an excellent investment operation with both a short and long term portfolio which really helps smooth out tough market conditions, especially since he has hit a few real home runs on the short side. I believe that Einhorn has built himself a real competitive advantage in that he is so respected that just the thought of him presenting a bearish argument is enough to generate a substantial sell off. His is a well deserved reputation and while I find myself more influenced by some of the other value investors, I have enormous respect for what he does. Enjoy!

    http://dealbreaker.com/uploads/2012/07/Greenlight-Q2-Letter-To-Investors.pdf

    Themes: Einhorn
Back To Tim Travis' Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Full index of posts »
Latest Followers

Latest Comments


Most Commented
Posts by Themes
Acquisition, AIA Group, Argentina, austerity, Australia, automotive industry, bankes, Banks, banks, Benjamin Graham, Bill Ackman, Bill Gross, bill gross, Bloomberg, bloomberg, bond insurance, Bonds, bonds, bruce berkowitz, Bruce Berkowitz, Bundesbank, capital, CDO's, CDS, CFTC, charlie munger, Chemicals, china, China, Coal, commodities, Commodities, Congress, Core Capital, credit cards, credit rating agencies, Credit Ratings, David Winters, debt, Debt, Dick Bove, Dividends, Dodd-Frank, Donald Yacktman, dont-tag-as-pro, downgrade, Durable goods, E.C.B., Earngings, Earnings,
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.