David Einhorn’s Shift in Value Investing Strategy: Prioritizing Cash Flow
During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and John Rotonti Jr discussed David Einhorn’s Shift in Value Investing Strategy: Prioritizing Cash Flow. Here’s an excerpt from the episode:
Tobias: Just before we came on, we were talking about Einhorn’s latest letter.
John: Yeah. So, it’s something I’ve been thinking about a lot recently. David Einhorn is investor that I have deep admiration for. In fact, if you were to ask me who I want to have most on my podcast, the JRo Show, it would be David Einhorn. He’s done a few interviews where he’s talked about this, and…
