David Einhorn Interviewed

By on November 23, 2010

David Einhorn, hedge fund manager (Greenlight Capital), was interviewed by Consuelo Mack recently. A few snippets from the interview:

  • Einhorn would not invest in the money center banks (too many unknowns on their balance sheets).
  • Einhorn has a large stake in gold which he considers real money.
  • Einhorn likes Pfizer (PFE), Apple (AAPL) and CareFusion (CFN) as long positions. He has about 50% more longs than shorts.
  • Einhorn commented on his short position in St. Joe (JOE). He said the companies expenses are growing faster than the value of their land holdings.

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