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Wednesday, May 30, 2012

David Einhorn and Greenlight Capital Q1 2012 Letter

Below please find the Greenlight Capital's Q1 2012 Letter. In the letter David Einhorn makes a coy little move against Buffett's standard gold comment. He turns Buffett's gold cube argument against him by arguing what would happen if you had put all the hundred dollar bills into a cube. Its enjoyable to say the least. For the quarter the partnership returned 6.8% net of fees. He talks about Apple (AAPL), Seagate (STX), Gold, their Japanese Yen Short, GreenMountain (GMCR), and a couple others.



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