Einhorn Versus Buffett: a Great and the GOAT on AAPL

David Einhorn recently issued his investor letter for the third quarter, generating media reports concerning the contents.  He reportedly compared Tesla to Lehman Brothers (I recently discussed Tesla here).   He also went on to discuss his decision to liquidate his Apple (“AAPL”) position.  See CNBC story reporting on letter.

Einhorn’s stated reasons for this move, the process and circumstances surrounding this action, as contrasted with those of Buffett’s AAPL investment, led to a couple of observations. Continue reading “Einhorn Versus Buffett: a Great and the GOAT on AAPL”

Insurers: Greenlight RE and Brighthouse Financial

This post is about David Einhorn’s Greenlight Capital, Greenlight RE (“GLRE”), one of his (reportedly) largest portfolio investments, and related book about another famous investor that I am rereading.   Continue reading “Insurers: Greenlight RE and Brighthouse Financial”