This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Sunday, July 27, 2014
Greenlight Capital Q2 2014 Letter to Investors
David Einhorn's Greenlight Capital is out with their Q2 letter to investors. In the letter they reveal they are up 6.4% YTD. They reveal a new position in Lam Research (LRCX). Enjoy: