David Einhorn’s Pitch At 2024 Sohn New York Conference: Value Investing Is Dead; Long This Belgian Small-Cap

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The following are notes from David Einhorn’s presentation from the 29th Annual 2024 New York Sohn Investment Conference, which took place on April 3rd, 2024. Stay tuned for more in depth coverage on this pitch soon. David Einhorn (born November 20, 1968) is an American investor, hedge fund manager, and amateur poker player. He is the founder and president of Greenlight Capital, a “long-short value-oriented hedge fund”. See his latest investor letter here. Born in New Jersey, Einhorn graduated from Cornell University, before starting Greenlight Capital in 1996. Over the next decade, the fund experienced annualized returns of 26%, far better than the market.  Value investing…

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