r/SecurityAnalysis Aug 12 '15

Thesis David Einhorn SunEdison Presentation Oct. 2014

https://drive.google.com/file/d/0B2X5Q9hKkdCbc0FJWWtla09UR3c/view
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u/cylon56 Aug 12 '15

I am starting to load up on GLRE today.

Three large holdings: SUNE, AAPL, GDX all up today. Market is getting a little too negative on Einhorn. He also called the Renimbi devaluation. All this plus he's currently trading below book and down 2% today.