David Einhon and I Love Bagels

Discussion in 'Stocks' started by marketsurfer, Oct 23, 2012.

  1. I'm sure Einhorn feels much better knowing you are on the same side as him.

  2. 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.
  3. he seems like more of an investor/hedger than a trader.
  4. You can get exposure to Greelight through GLRE, but you have to take the reinsurer biz with it.
  5. do you know the percentage of the reinsurer off hand? thanks
  6. 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.
  7. 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.
  8. Insider monkey is a great site, thanks for the link!
  9. 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.
    #10     Oct 24, 2012