Yesterday, at the 2014 Ira Sohn Investment Conference, David Einhorn recommended shorting athenahealth, Inc (NASDAQ: ATHN) sending shares down over 13% today. David Einhorn had 66 pages of slides for the presentation, which is a bit below his average. Below (as promised readers can find the full presentation)
This is the 19th Annual Sohn Investment Conference.
The first time I spoke here was in 2002. It is amazing how this great event has grown, and I am honored to be here.
A couple weeks ago, we wrote in our quarterly letter that we believe that a narrow group of cool kid stocks have disconnected from traditional valuations and formed a bubble....

