Thursday, November 1, 2012
Notes from David Einhorn's Presentation at the Great Investors' Best Ideas Investment Symposium
Einhorn made a presentation entitled 'If you give a miner a dollar..." and said to short dirt. And by dirt, what he means is to short iron ore.
While Einhorn said that everyone "should have gold miners in their portfolio," it became clear he was less sanguine about other types of miners.