Hedge fund manager and investor.
Greenlight CapitalGreenlight Capital Re
Fooling Some of the People All of the Time is the most detailed first-person account of a public short thesis ever published, and his quarterly partner letters are widely read as a template for the form.
1 book of their own · 7 letters · 3 articles · 5 books they recommend
A six-year short of Allied Capital, and the SEC that investigated the short seller.
Recommended by: Bill Ackman, Patrick O'Shaughnessy
Fooling Some of the People All of the Time | A six-year short of Allied Capital, and the SEC that investigated the short seller. | 2008 | T1 | Bill Ackman, Patrick O'Shaughnessy |
How to read financial statements sceptically and value bonds and stocks.
Source: Books Einhorn has named in interviews
Also recommended by: Christopher Bloomstran, Howard Marks and 10 others
Berkshire's shareholder letters arranged by topic: governance, valuation, mergers.
Source: Books Einhorn has named in interviews
Also recommended by: Christopher Bloomstran, Francois Rochon and 10 others
Treat stocks as parts of businesses and buy only with a margin of safety.
Source: Books Einhorn has named in interviews
Also recommended by: Benjamin Graham, Christopher Bloomstran and 26 others
Rare, unforeseen, high-impact events drive history, explained only after the fact.
Source: Books Einhorn has named in interviews
Also recommended by: Howard Marks, Marc Andreessen, Nat Eliason and 17 others
Incerto volume 4
Source: Books Einhorn has named in interviews
Also recommended by: Mohnish Pabrai, Nat Eliason and 24 others
| Greenlight Capital Q1 2026 Letter | 1 2026 | |||
| Greenlight Capital Q4 2025 Letter | 4 2025 | |||
| Greenlight Capital Q4 2025 Letter (PDF) | David Einhorn's Q4 2025 Greenlight letter weighs concern over New York City's new mayor against President Trump's own interventions in markets. | 4 2025 | ||
| Greenlight Capital Q3 2025 Letter | 3 2025 | |||
| Greenlight Capital Q1 2025 Letter | 1 2025 | |||
| Greenlight Capital Q3 2012 Investor Letter | 3 2012 | |||
| Allied Capital: A Valuation White Paper (Greenlight's public case) | 2007 | Allied Capital |
| Memecoins: Anyone's Guess As To What Will Happen Next, But It Feels Like It's Going To Be Wild | Seeking Alpha (Greenlight Capital) | 2025 |
| Ira Sohn Investment Conference presentation | Greenlight Capital | 2014 |
| The Fed's Jelly Donut Policy | HuffPost | 2012 |
| ‘This Is Unbelievable’: A Hedge Fund Star Dims, and Investors Flee Paywall | The Wall Street Journal | 2018 |