FORUMS BROKERS SOFTWARE
Home
 
    Forums > Main > Stocks > David Einhon and I Love Bagels


Reply
 
Thread Tools
Old Oct 23rd, 2012, 04:48 PM   #7
Traveler
 
 
Join Date: Apr 2003
Posts: 774
I dunno. The reinsurers float in invested in the Greenlight partnership. Similar to Geico float going into BRK.

The reinsurance business is profitable over time, too.
    Quote
Old Oct 23rd, 2012, 06:01 PM   #8
Nutinsider
 
 
Join Date: Jul 2012
Posts: 83
You can see the complete breakdown of his holdings on insider monkey dot com. He's heavy in the healthcare sector and is an apple fan boy. You can only see his long positions. Updated quarterly.
    Quote
Old Oct 23rd, 2012, 06:43 PM   #9
marketsurfer
 
 
Join Date: Apr 2002
Location: NYC
Posts: 6,921
Quote:
Quote from Nutinsider:

You can see the complete breakdown of his holdings on insider monkey dot com. He's heavy in the healthcare sector and is an apple fan boy. You can only see his long positions. Updated quarterly.
Insider monkey is a great site, thanks for the link!
    Quote
Old Oct 24th, 2012, 05:34 PM   #10
Traveler
 
 
Join Date: Apr 2003
Posts: 774
You're not getting the full ride if you only replicate his long holdings. But then again, you're not paying the 2/20 so maybe its worth it.
    Quote
 
Reply
Thread Tools

Forum Jump



   Conduct Rules   Privacy Policy   Sitemap Copyright © 2014, Elite Trader. All rights reserved.   

WHILE YOU'RE HERE, TAKE A MINUTE TO VISIT SOME OF OUR SPONSORS:
Advantage Futures
Futures Trading & Clearing
Alpha 7 Trading Academy
Proprietary Trading Education
AMP Global Clearing
Futures and FX Trading
Bright Trading
Professional Equities Trading
CTS
Futures Trading Software
DaytradingBias.com
Professional Trading Analytics
ECHOtrade
Professional Trading Firm
eSignal
Trading Software Provider
FXCM
Forex Trading Services
Global Futures
Futures, Options & FX Trading
Interactive Brokers
Pro Gateway to World Markets
JC Trading Group
Direct Access Trading
MB Trading
Direct Access Trading
MultiCharts
Trading Software Provider
NinjaTrader
Trading Software Provider
OANDA
Currency Trading
optionshouse
Option Trading & Education
Rithmic
Futures Trade Execution Platform
SpeedTrader
Direct Access Trading
SpreadProfessor
Spread Trading Instruction
thinkorswim by TD Ameritrade
Direct Access TradingAdvertisement
TradersStudio
System Building & Backtesting
Trading Technologies
Trading Software Provider
Trend Following
Trading Systems Provider