PROFILE
SHAREHOLDER LETTERS
MEDIA
The End of the Financial World as We Know It – David Einhorn and Michael Lewis, NYT, 2/3/09
Speeches:
October 2009: Liquor Before Beer….in the Clear
May 2009: The curse of the Triple A
May 2008: Accounting “ingenuity”
April 2008: Private profits, socialized risk
October 2007: Housing crisis, securitizations, etc.
November 2006: Concept of ROE
May 2006: Microsoft
VIDEOS
2002: Allied Capital (short) (video)
