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Here Are Last Year's Ira Sohn Winners And Losers

Tyler Durden's picture




 

While the hedge fund world (at least those who are not lucky enough to be among the 250 who have access to valueinvestorclub.com) is currently frenzied by the latest public revelations of attempted groupthink at the annual Ira Sohn conference, which Market Folly is doing a good job of summarizing in real time, Absolute Return magazine has compiled the returns of various managers' recommendations based on their 2010 picks. The big winners: Arbess, Eisman, Grantham, Dinan, and oddly enough Larry Robbins. The biggest loser by far was David Einhorn, whose once iconic cult of 13F clones appears to have lost critical mass. In the middle David Tepper, whose modest beat in Santander was more than offset by losses in Bank of America. Of course, nothing compares to John Paulson's thesis that BofA would hit $30 by the end of 2011. Full summary below.

 

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Wed, 05/25/2011 - 15:43 | 1310114 Azannoth
Azannoth's picture

Hey I did better than David Einhorn lol, I 'only' lost 25% :) 

Wed, 05/25/2011 - 15:44 | 1310120 camoes
camoes's picture

That's not fair with Einhorn, he loves golllddddd!

Wed, 05/25/2011 - 19:20 | 1310871 Spitzer
Spitzer's picture

I do too, I made 59%.

Made big money on silver juniors

Lost money shorting Canadian financials.

Wed, 05/25/2011 - 15:53 | 1310151 JW n FL
JW n FL's picture

never mind that was me being a color idiot! not them! lol

Wed, 05/25/2011 - 17:21 | 1310450 JW n FL
JW n FL's picture

O.T.

Wiki War: Israel, Palestine dig digital trenches http://t.co/8kkWqsz

Wed, 05/25/2011 - 15:56 | 1310152 Thomas
Thomas's picture

Einhorn's 10+ year return is something in the ballpark of 25% annualized. This year is just a pixel and those listed picks are a small chard of what he actually owns.

 

BTW-I want to see Tepper suck on the gas pipe.

Wed, 05/25/2011 - 15:55 | 1310154 kentfinance
kentfinance's picture

lets not forget the student in indiana who one the award for best idea for recommending Bridgepoint Education (BPI) as a buy. That put the stock up 12% today. Amazing that's all it takes to levitate a bucket-shop-online-call centre/for-profit-education-student-debt-bubble-blower.

Wed, 05/25/2011 - 16:05 | 1310188 mynhair
mynhair's picture

Which one of you ripped off that wine, and quit bogarting!

http://www.harpers.co.uk/news/news-headlines/10405-trade-warned-after-ch...

Wed, 05/25/2011 - 17:32 | 1310496 MarketMakersMark
MarketMakersMark's picture

Einhorn is Finkle!

Wed, 05/25/2011 - 17:56 | 1310560 Derpin USA
Derpin USA's picture

Finkle is EINHORN!

Wed, 05/25/2011 - 19:08 | 1310817 mtguy
mtguy's picture

How did Paulson think he'd be able to make $ when he couldn't rig the trade? How is that crook not in jail over the mortgage "trade of the decade" I have no idea. Friends in high places?

Wed, 05/25/2011 - 20:53 | 1311180 Michelle
Michelle's picture

I'm up over 92% yoy and 46% so far this year. Can I be on this list?

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