Microsoft could help Facebook with one of the biggest challenges, namely monetizing its traffic without reducing the user's experience. It's obvious that Microsoft needs traffic and Facebook needs search.
I will keep a substantial long exposure to gold -- which serves as a Jelly Donut antidote for my portfolio. While I'd love for our leaders to adopt s… - David Einhorn
I will keep a substantial long exposure to gold -- which serves as a Jelly Donut antidote for my portfolio. While I'd love for our leaders to adopt s…
- David Einhorn
When you leave a good job to go off on your own and don't expect to make money for a while, you name the firm whatever your wife says you should. - David Einhorn
When you leave a good job to go off on your own and don't expect to make money for a while, you name the firm whatever your wife says you should.
Microsoft could help Facebook with one of the biggest challenges, namely monetizing its traffic without reducing the user's experience. It's obvious … - David Einhorn
Microsoft could help Facebook with one of the biggest challenges, namely monetizing its traffic without reducing the user's experience. It's obvious …
The loss was not bad luck. It was bad analysis. - David Einhorn
The loss was not bad luck. It was bad analysis.
As an investor my job is to figure out what will happen rather than what should happen. - David Einhorn
As an investor my job is to figure out what will happen rather than what should happen.
What is uncertain is how much further the bubble can expand, and what might pop it. - David Einhorn
What is uncertain is how much further the bubble can expand, and what might pop it.
Microsoft has one more shot at a role in smart phone software through its deployment on Nokia phones. Nokia is still the global market share leader i… - David Einhorn
Microsoft has one more shot at a role in smart phone software through its deployment on Nokia phones. Nokia is still the global market share leader i…
A 99% Value-at-Risk calculation does not evaluate what happens in the last one percent... This is like an airbag that works all the time, except when… - David Einhorn
A 99% Value-at-Risk calculation does not evaluate what happens in the last one percent... This is like an airbag that works all the time, except when…
In the real world, illiquid assets carry a discount. - David Einhorn
In the real world, illiquid assets carry a discount.
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