Friday, May 9, 2008

Bill Ackman and David Einhorn

I haven't heard Ackman talk much later. He joined David Einhorn on CNBC. Two of the investors I most highly respect. Very interesting conversations. He argues that MBIA and ABK is no longer a systemic risk which was not the case in February. His logic is very interesting.

Part 1

Part 2

There are many other interesting videos with just David Einhorn.

David Einhorn on poker and how it translates to Wall St. and investing

David Einhorn talking about his book and Allied Capital

David Einhorn talking about shorting

David Einhorn talking about his philosophic view of truth seeking

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