Greenlight Capital Re, Ltd. (GLRE)
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GLRE Forum Topics
- All Comments on GLRE
- General Discussion on GLRE
- Even the Shorts Are Losing Now [view article]
- Einhorn Comes Off No-Short List [view article]
- Is David Einhorn Smarter Than I Am? [view article]
- More Replacement Tickers for Reshaping David Merkel's Portfolio [view article]
- Pershing Releases 13-F: Bulking Up on Sears, No Longer Short Ambac [view article]
- Four Ways To Gain Hedge Fund Exposure On The Public Market [view article]
Recent GLRE Articles
- Even the Shorts Are Losing Now
- Einhorn Comes Off No-Short List
- Is David Einhorn Smarter Than I Am?
- More Replacement Tickers for Reshaping David Merkel's Portfolio
- Pershing Releases 13-F: Bulking Up on Sears, No Longer Short Ambac
- Notable Hedge Funds Buy Greenlight Capital Re
- Loeb's Third Point Issues Latest 13F: Summary of Holdings
- Four Ways To Gain Hedge Fund Exposure On The Public Market
- This Week's IPOs: Clean Energy Fuels, Greenlight Capital Re, Helicos Biosciences, RSC Holdings
- Full List of Articles »
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Even the Shorts Are Losing Now [view article]
Or, he has another game afoot?Who is it this time, National City, City?
I wonder if he has feet of clay? In any case mortality is not fun and I bet he gives it up soon. Reply
Even the Shorts Are Losing Now [view article]
Maybe is Karma... Replying
Even the Shorts Are Losing Now [view article]
just check the Baltic Dry Index and tell me a good trade ReplyEven the Shorts Are Losing Now [view article]
He was long oil. Duh. The end of the world trade never made sense, it was a bet on hyperinflationary deflation. In other words, a round square and a misunderstanding. ReplyEinhorn Comes Off No-Short List [view article]
Einhorn is part of the problem. Maybe he wanted to be "off the list" because if he was on the list his firm could not continue to do naked short selling. ReplyEinhorn Comes Off No-Short List [view article]
I am long GE and painfully acquired lessons teach me that I don't know or understand a lot. However, I really did not understand your blog. How would a private hedge fund manager (Einhorn) get a short target off of the protected financial list? From at least skimming his book and the interviews I saw, my impression is that Einhorn is fairly ethical and honest, and is very unhappy with SEC lack of enforcement. Of course, Mozillo made a good impression before he sold off Countrywide and the extent of his "favors" for his "friends of Angelo" became public. At least we are both banging our heads over GE; I added to my position a while ago, but don't think we will see $40 a share for a long, long time. ReplyBad
Is David Einhorn Smarter Than I Am? [view article]
Update: Greenlight's earnings were far from stellar. I have dropped my small position in Greenlight. At today's close, my (small) portfolio moved up close to $68,000.To all my critics: I am not a writer, I draw cartoons. I do not even pretend to be a good writer, and I do not even pretend to draw good cartoons. In spite of my obvious failings in entertaining people when they take a break from their Myspace pages, I was just trying to point out how a cripple could beat the pants off of Einhorn in managing a portfolio.
Now for each of my critics:
venividivici: You are absolutely right. It will take a bit longer than anyone thought. Yet it will happen. As it will to every country around the world.
johnhaskell: Pride comes before a fall. I was hoping to hear some insightful words from David Einhorn and make some more money. Sadly,that did not happen. Time to move on.
fxtrader07: You are truly gifted and talented. Women want to have sex with you when they see you.
jjason: This article is indeed poorly written. It is not misleading. I can manage a portfolio better than David Einhorn, hence the title, "Is David Einhorn Smarter Than I Am?"
I am looking to better my life and would be more than happy pit my talent against ANYONE.
Clark Jenkins
Fish Gone Bad.com
Reply
Is David Einhorn Smarter Than I Am? [view article]
I agree with fxtrader07. This article is poorly written and misleading too. ReplyIs David Einhorn Smarter Than I Am? [view article]
btw, this is obviously your first article at SA - and you start with a dumb 'i love david einhorn' mantra.I hope it's your last article here as well - man, why does SA allow such crap?? Reply
Is David Einhorn Smarter Than I Am? [view article]
This is a brainless and content-free pumping -cum-cheerleading article for a hedgefund-manager that has doubtful moral standards and doubtful business ethics, to say the least.Btw, nothing to find about Einhorn? LOL! Well if you actually cared to look, you would find plenty - and a lot of quite negative stuff, btw. But I guess, you were 'smart' enough to ignore it all. Reply
Is David Einhorn Smarter Than I Am? [view article]
the answer to the question in your title is "absolutely no doubt, yes." ReplyIs David Einhorn Smarter Than I Am? [view article]
Hedge funds are all the rage eh???? Mate worry about America. It is going down the gurgler at light speed. ReplyMore Replacement Tickers for Reshaping David Merkel's Portfolio [view article]
wouldn't SKM fit in the 'cheap for Korea' mold? ReplyPershing Releases 13-F: Bulking Up on Sears, No Longer Short Ambac [view article]
LAMPERT DOES NOT KNOW RETAIL HE SHOULD OF SOLD OFF THE PROPERTIES WHEN REAL ESTATE WAS GOING UP AND INVESTED THE SURPLUS.BUT BECAUSE IT IS DIFFICULT TO MAKE MONEY TRADING IN THE MARKET HE DID NOT DO ANYTHING.
HE MADE MONEY IN THE MARKET WHEN EVERYTHING WAS GOING UP.
NOW HE IS SUCKING WIND.BUT HE DOES NOT CARE HE IS A BILLIONAIRE AND IS MAKING MONEY OFF HIS FEES IN THE HEDGE FUND.
HE IS HAVING FUN. Reply
Anthropy
Pershing Releases 13-F: Bulking Up on Sears, No Longer Short Ambac [view article]
Mad Money Cramer touted SHLD for years, saying he had confidence in Eddy Lampert and that the real value was in their real estate and other holdings, not the retail end. He likened SHLD to another Berkshire Hathaway model. It does not appear that he was correct. However, since retain will probably consolidate during an economic decline, perhaps SHLD will find some accretive acquisitions at bargain prices. I may go into SHLD as a speculative play if some of the economic numbers get better. They have good tools, appliances and Land's End clothes. But until there's a catalyst, it doesn't appear to me that the stock will do much besides tread water and wish it were Wal Mart. The problem with Cramer's advice is that for every GOOG on the upside, he has a BKHM, LVLT and RAD on the downside. Reply