The eternal question: what makes stocks go up and down?! increasingly sentiment driven by ubiquitous 24/7 media and people who don't have your best interests at heart. IMHO. Agree, great interview, refreshingly straight and honest.
I've been a big fan of Einhorn since the GFC but his way of thinking about value is ancient. Buying a low multiple stock doesn't necessarily imply they're cheap especially if they have declining earnings and growth. You can buy a higher multiple stock that is growing earnings and that could be a better bargain. Even Buffett has adopted that style of investing.
The best decision I ever made in my life was investing in financial market. Trust me guys, it pays a lot. I have come to realize that trading bitcoin is more profitable than holding it and waiting for it to skyrocket.
value investing is more important than ever. During those times i believe that great businesses with high margins and high free cash flow are the way to go. And here we get some nice chances right now. For example just made an analysis of alphabet and got a very interesting internal rate of return 🙏
Mr. Einhorn is super smart. If value investing is dead....how do you invest? I think that as soon as the FED stops QE ..the value investors will start making money.....
Some capital from negative earnings companies will shift to those with good earnings. The money printed during 2020/2021 is still circulating in the system. US currency have increased inflow from foreign nations due to rate hike, some of them will flow into financial system too. It's possible to hit previous highs when situation gain some clarity.
Einhorn is smart. But this is too simplistic. There are a lot of us who do fundamental analysis. The market has ways to correct (the right) undervaluation. PE, buybacks and plain stock picking funds.
Great stream, as always. I appreciate the level-headed approach you take to the news and the markets. A lot has changed and that's on everything but the truth is I don't even care much about bullish or bearish market anymore because Patricia Reo got me cover as I am comfortably making 3.1B T C weekly.
David Einhorn is a glorified gambler and a poker addict in disguise (well, not really cause he is quite public about his passion for poker). Time to retire. Value outperformed in 2023 and will continue to do so in a high interest rate environment. Only companies with true pricing power can survive in such harsh macro environment
Smart and humble. Thank you
Meow
I think he is spot on. It's always great to listen to him.
The eternal question: what makes stocks go up and down?! increasingly sentiment driven by ubiquitous 24/7 media and people who don't have your best interests at heart. IMHO. Agree, great interview, refreshingly straight and honest.
Thats what citadel and Millennium does all day value investing well not just value they use value vs market expectations
I've been a big fan of Einhorn since the GFC but his way of thinking about value is ancient. Buying a low multiple stock doesn't necessarily imply they're cheap especially if they have declining earnings and growth. You can buy a higher multiple stock that is growing earnings and that could be a better bargain. Even Buffett has adopted that style of investing.
The way of investing you describe is named Quality Investing.
absolutely & Einhorn's performance has been poor to say the least.
Love David Einhorn! Good head on his shoulders. Agree with all points
very smart and honest man !
The best decision I ever made in my life was investing in financial market. Trust me guys, it pays a lot. I have come to realize that trading bitcoin is more profitable than holding it and waiting for it to skyrocket.
BITCOIN TRADING IS A VERY GOOD TRADE
AND EVERYONE KNOWS THE RISK INVOLVE
IF ONE SHOULD PUT HIS EGGS IN ONE BASKET
Definitely, bitcoin has something big for the world but having a good mentor is the best
I have been seeing name like Olivera June Khumalo, but
still scared to invest with Olivera, can my
financial status changed for real if I invested?
I don't usually do reviews, but earning x3 of my monthly salaries from Mrs Olivera Jane okhumalo trading account in just a week is overwhelming
value investing is more important than ever. During those times i believe that great businesses with high margins and high free cash flow are the way to go. And here we get some nice chances right now. For example just made an analysis of alphabet and got a very interesting internal rate of return 🙏
Could you go into your analysis. How did you calculate growth rates?
Mr. Einhorn is super smart. If value investing is dead....how do you invest?
I think that as soon as the FED stops QE ..the value investors will start making money.....
Some capital from negative earnings companies will shift to those with good earnings. The money printed during 2020/2021 is still circulating in the system. US currency have increased inflow from foreign nations due to rate hike, some of them will flow into financial system too. It's possible to hit previous highs when situation gain some clarity.
increase the supply to combat the inflation?
Smart guy,I'm in energy and reits
he manage fund symbol "glre " book value $14 trading @ $7.34
4:30 wow that fell flat
He was very polite in critiquing the far left
Einhorn is Finkle!
Finkle is Einhorn!
Buffet had no problem. This guy just was wrong all the time and blames the overall market for it.
From 12 billion assets under control to 1 billion. Tesla short did him in.
@@St.Maurice Amazon too and other companies Netflix etc.
So no one is buying value, which means it's cheaper.... And value investing is a good strategy
Dude SLYV has a PE ratio of around 20... Value it's hard to find
Lol 😆 I'm a fan of this guy
Why does Sonali look like such a snack here
Because she was mesmerized by Einhorn's dancing eyebrows; so was I.
This guy is the original Cathy Wood
What a moronic comment 😂
Einhorn is smart. But this is too simplistic. There are a lot of us who do fundamental analysis. The market has ways to correct (the right) undervaluation. PE, buybacks and plain stock picking funds.
"This time it's different"
Really smart pitch there to the gullible folk. Good luck
I knows he's gotten his ass handed to him the last couple years but seriously... who's cutting your hair Dave? Just joking around... much respect!
Great stream, as always. I appreciate the level-headed approach you take to the news and the markets. A lot has changed and that's on everything but the truth is I don't even care much about bullish or bearish market anymore because Patricia Reo got me cover as I am comfortably making 3.1B T C weekly.
Im a novice that made 4.5 btc in my first attempt to trade all thanks to her, she’s everything y'all need right now.
Her strategy has been helping a lot of traders/newbies out there, with her program i was able to recover my losses from the crash so swiftly.
Pls, how do i get Patricia ?
...
That's her handle up there☝
as fund manager need to know how to make money, not just to complain
He is known to lose money... haha
His introduction thrilled me like a gold digger coming to my backyard to see if there is some gold
David Einhorn is a glorified gambler and a poker addict in disguise (well, not really cause he is quite public about his passion for poker). Time to retire. Value outperformed in 2023 and will continue to do so in a high interest rate environment. Only companies with true pricing power can survive in such harsh macro environment
Useless
this guy is a fail, don't believe anything. His fund has under performed for over a decade straight now...