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
http://www.cnbc.com/id/15840232?video=735145186&play=1

Part 2
http://www.cnbc.com/id/15840232?video=735151413&play=1

There are many other interesting videos with just David Einhorn.

David Einhorn on poker and how it translates to Wall St. and investing
http://www.cnbc.com/id/15840232?video=735160207&play=1

David Einhorn talking about his book and Allied Capital
http://www.cnbc.com/id/15840232?video=735143155&play=1

David Einhorn talking about shorting
http://www.cnbc.com/id/15840232?video=735143181&play=1

David Einhorn talking about his philosophic view of truth seeking
http://www.cnbc.com/id/15840232?video=735154434&play=1

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