At the 2024 New York Sohn Investment Conference, David Einhorn, President, Greenlight Capital pitched chemicals company Solvay as a top investment idea.
note for myself: David Einhorn pitches Solvay, Belgian chemicals company. The presentation is crazily condensed with facts after facts. The company should generate more cashflow than its current market cap in the next 5 years
Don't you feel something is wrong about the statement when too many people doing the same thing and too many competition. If i'm the value investor and i have heaps of people doing the same thing that is going to drive the market higher and thats a good thing! I literally turn off within 2 min 30 secs of the video as i couldn't stand BS speech.
Many European companies are attractively valued, chemicals, or other industrial stocks. Good time to invest now in April 2024?
note for myself: David Einhorn pitches Solvay, Belgian chemicals company. The presentation is crazily condensed with facts after facts. The company should generate more cashflow than its current market cap in the next 5 years
Is this Peter Thiel's husband?
Don't you feel something is wrong about the statement when too many people doing the same thing and too many competition. If i'm the value investor and i have heaps of people doing the same thing that is going to drive the market higher and thats a good thing! I literally turn off within 2 min 30 secs of the video as i couldn't stand BS speech.