Here is a speech given by David Einhorn at the 17th annual Graham and Dodd breakfast (via NakedShorts).
Even more interesting, it looks like Einhorn has a book coming out this Spring titled “Fooling Some of The People All of the Time”.
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Speaking of books, has anyone read the new book on activist investing titled, “Extreme Value Hedging“? From a review:
Orol skillfully makes his case for each subject by offering revelations and examples from insiders like Ralph Whitworth, (Relational Investors), Guy Wyser-Pratte, (Wyser-Pratte Management), Mark Schwarz, (Newcastle Capital Group LLC), Robert Chapman (Chapman Capital), Phillip Goldstein (Opportunity Partners), Jeffrey Ubben (ValueAct Capital), Jeffrey M. Solomon (Ramius Capital Group LLC), Michael Van Biema (Van Biema Value Partners), Eric Rosenfeld (Crescendo Partners), Lars Förberg (Cevian Capital) and Emanuel Pearlman (Liberation Investment Group), among many, many others.
The author, who writes for The Deal, also has a new blog that can be found here.
