FYI:
.Greenlight Capital's posted one of its worst quarterly returns ever to start 2018, down 13.6 percent versus the market's 1.2 percent decline.
".We believe our investment theses remain intact. Despite recent results, our portfolio should perform well over time," Einhorn wrote in a letter obtained by CNBC.
.Greenlight Capital's largest disclosed long positions at the time of the letter were AerCap, Bayer, Brighthouse Financial, General Motors and gold.
Regards,
Ted
https://www.cnbc.com/2018/04/03/einhorn-is-sticking-to-his-guns-despite-one-of-the-worst-quarters-ever.html