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2019 Sohn Investment Conference Notes: David Einhorn Short Idea

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Jacob Wolinsky
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Rough notes of David Einhorn, President of Greenlight Capital, from the 2019 Sohn Investment Conference which took place on the 6th of May.

See our full coverage of the 2019 Sohn Investment Conference here.

Q1 hedge fund letters, conference, scoops etc

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David Einhorn (Greenlight Capital): Tesla (TSLA) Short: GATX Corporation (GATX) Long: AerCap (AER)

David Einhorn is President of Greenlight Capital, Inc., which he co-founded in January 1996. Greenlight Capital is a value-oriented investment advisor whose goal is to achieve...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.