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GLRE

9 May 2017

Greenlight Capital Re 1Q17 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

David Einhorn – Chairman Seems less likely that the Rite Aid acquisition will see regulatory approval “Rite Aid was our biggest detractor during the quarter as the company’s proposed merger with Walgreens did not close as expected. We’ve trimmed our … Continued

GLRE, Hedge Fund, Insurance
23 Feb 2017

Greenlight RE 4Q16 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Made changes to the portfolio in response to the election “Yeah, we have made several changes to the macro portfolio in response to the election. There was various long positions in sovereign fixed income that we eliminated. We added some … Continued

GLRE, Reinsurance
10 Nov 2016

Greenlight Capital 3Q16 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

David Einhorn – Chairman YTD return at 2.1% “Thanks, Bart, and good morning, everyone. The Greenlight Re investment portfolio returned 3.1% in the third quarter, bringing the year-to-date return through September 30 to 2.1%. Our long portfolio added 8% in … Continued

Financials, GLRE, Reinsurance
25 Feb 2016

Miscellaneous Earnings Call Notes 2.26.16

by Scott Krisiloff | posted in: Notes | 0

Dean Foods FY 1Q16 Earnings Call Gregg Tanner Global milk production continues to increase “We expect global dairy fundamentals to continue to be overall supportive to our business as production growth continues to outpace demand. Year-over-year, total milk production from … Continued

BMO, CPB, DF, EIX, GLRE, HPQ, HSII, SF, TGT
5 Nov 2015

Miscellaneous Earnings Call Notes 11.5.15

by Scott Krisiloff | posted in: Notes | 0

Colgate-Palmolive’s (CL) CEO Ian Cook on Q3 2015 Results Have seen a decline in private label “At the same time, we’ve seen a decline in private label shares in many of our categories indicating the consumers preference for branded products … Continued

ATVI, BSAC, BUD, CBS, CL, DEI, GLRE, KORS, NLY, PSMT, PSX, SHW, SSYS, TPRE, TWX
5 May 2015

Greenlight Re 1Q15 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

(Einhorn not on call) Investment portfolio down 1.8% in 1Q “Thanks Bart and good morning everyone. Greenlight Reinvestment portfolio was down 1.8% in the first quarter. At longs, led by Apple and SunEdison, outperform the market. Our shorts went against … Continued

Financials, GLRE, Insurance
18 Feb 2015

Greenlight Capital 4Q14 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important quotes about the economy and industry trends from the transcripts that I read this week. … Continued

Financials, GLRE, Reinsurance
4 Nov 2014

Greenlight Capital Re 3Q14 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Greenlight lost 3.7% in … Continued

Financials, GLRE, Insurance
5 Aug 2014

Greenlight Capital Re 2Q14 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Einhorn up 7.3% so … Continued

Financials, GLRE, Insurance
19 Feb 2014

Greenlight Capital Re

by Scott Krisiloff | posted in: Notes | 0

A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. Einhorn “The Greenlight Re investment portfolio returned 6.6% in the fourth quarter and 19.6% in 2013. During the … Continued

Financials, GLRE, Insurance

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