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AnchorStonePartners (November 30, 1999 at 12:00 am)
look up David Einhorn. He has a video on here where he lays it all out pretty well.
gregr59 (November 30, 1999 at 12:00 am)
Dang-- so many of his thoughts/examples are straight out of Buffett's shareholder letters. I guess everyone does this though...
yanjason80 (November 30, 1999 at 12:00 am)
can i obtain the pdf he is talking about
jitterdude (November 30, 1999 at 12:00 am)
** Careful the real selling occurred in March 09 after this guys presentation. He's talking about the November 08 lighter and gentler selloff.
micolejr2 (November 30, 1999 at 12:00 am)
Awesome video. Whitney Tilson is my hero. I'm sad they cut out the short example. People always talk about going long, its hard to find a good short example.
guitarbam (November 30, 1999 at 12:00 am)
thanks!!!
Nuanceqwest (November 30, 1999 at 12:00 am)
I hope no one was talking about Value investing in sept 2008.
Nuanceqwest (November 30, 1999 at 12:00 am)
now is a great time for value investing..... if you are wealthy. But if you are not, you gotta use leverage. I would love to value invest but I would only live the life in 200 years.
SadeTabitha (November 30, 1999 at 12:00 am)
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silentc1015 (November 30, 1999 at 12:00 am)
Thanks a LOT for posting these. This is great stuff! |