BAGL looks sweet right here http://www.streetauthority.com/acti...-favorite-stocks-great-value-right-now-459944
We both are feeling a little depressed today, although I wouldn't buy Bagl untill it breaks out on the upside anyway.... Einhorn is takings bath so far, but year not over.
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.
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.
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.