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The transcript from this week’s, MiB: David Einhorn, Greenlight Capital , is below. Barry Ritholtz : This week on the podcast, I have an extra special guest, David Einhorn, founder of Greenlight Capital. What a fascinating investor and what a fascinating career David has had. Then 1996 you launch Greenlight Capital.
Bill Mann: I would like to speak on behalf of the passiveinvestors out there and just remind people that if you do own an S&P 500 index fund, you already have a very, very large stake in Nvidia, Apple, and Microsoft, so congratulations on participating. Results in from consulting firm Accenture. It is the burgeoning.
Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. You end up going to Steve Cohen in SAC Capital. And finally, I decided to join the Soros.
And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. That’s what led to Ice Farm Capital. Luck is 00:07:30 [Speaker Changed] Better. Luck is better.
In terms of mineral resources there has been a significant improvement in the 2024 economic assessment as we highlighted at our November capital markets day. Positioning Barrick to capitalize on the copper fundamentals, we look to Reko Diq feasibility study, which added 7.3 grams a tonne on a 50% attributable basis.
Lawrence McDonald is a risk consultant, the founder of The Bear Traps Report, and the co-author of How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy. Mary Long: I'm Mary Long and that's Larry McDonald of risks consultant and founder of the Bear Traps Report.
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