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david einhorn value investing congress presentation

Michael Guichon Sohn Conference Presentation - Fiat Chrysler Automobiles on Corrections Corp of America (CXW) @ the Value Investing Congress. David Einhorn, CEO of Greenlight Capital, is starting to speak now at the Value Investing Congress in New York. His presentation was a departure from the steady stream of stock pitches from hedge fund managers. Mauldin spoke of the difference between risk. THUNDER GRIZZLIES BETTING LINE

It's not a matter of 'if', but 'when. Bass mentioned that he is using out of the money interest rate call options to play the potential or in his mind, inevitable Japanese default. Should he be correct, he will make 50x to x his original investment. Additionally, Bass says Greece and Iceland are the two other countries in peril here. Greece's default is inevitable and people's reaction will be to buy U. Lastly, the Hayman Capital manager shifted his focus to Australia where he believes the country is due for a housing crisis.

Pabrai's presentation at the Value Investing Congress West back in May also focused on his checklist. Pabrai will tell you about the checklist, why he created it, and how you can create your own. However, he seemingly does not tell you what is on his checklist as he must regard it as proprietary. He says the best way to craft an investment checklist is to look at crashes and hone in on others mistakes.

By learning from them, you can ensure you don't make the same ones. His checklist is an ongoing process and he's had around 97 questions on the list broken down into categories such as management, ownership, moat, and leverage. While no company can give him the green light by successfully answering all 97 questions, it helps him decide how he should allocate position sizes. This has led to a change in his portfolio allocations.

He was previously more concentrated and now is more diversified. Currently, he is seeing opportunity in Japan and he's building a basket of high quality Japanese stocks. It's interesting to see Bass pound the table on Japan's demise one minute, and the next to see Pabrai recommending the country.

For more from this value investor and Warren Buffett emulator, we've highlighted notes from Pabrai's annual meeting as well. Giving a case study, Kao in particular liked GM convertible bonds. He mentioned he was long the convertible bond and short the stock. Overall, he thinks we're close to a bottom in vehicle sales. The current iteration of the trade would be long GM convertible bonds and then short Ford F. We've detailed in the past how Jim Chanos is short Ford as well, although his does not seem to be a pair trade.

He presented four ideas in different slides along with some lessons he's learned. The hedge fund manager then shifted his presentation to General Motors, which he's long. The stock was last up more than 1. He said that GM emerged from bankruptcy as a much healthier company. What's more is Einhorn said that GM should buy back the government stake. The government own million shares, he noted.

Einhorn added that GM has a lot of upside in consensus earning estimates. His next investment idea was Cigna , which isn't a new idea for him. The stock was last up 1. Overall, he said he likes HMOs and sees healthcare as a growing part of the economy. As for Cigna in particular, he said that it's a "higher quality" business in the HMO group.

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Investment Legend: David Einhorn on Value Investing 👍 david einhorn value investing congress presentation


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David Einhorn: The Speech Part 1

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