Topic Archives: Greenlight Capital Re (GLRE)

Well, today I did what Tradestops told me I should have done a couple months ago: I sold the rest of my Greenlight Re shares. Greenlight Capital Reinsurance (GLRE) is a Caymans reinsurance company Chaired by David Einhorn, the famed hedge fund manager. Its primary reason for being is to give Einhorn a large “captive” […]

I’ve got a biotech teaser solution that might make you smile a bit, particularly if you’ve been following Dr. KSS’s articles and discussion threads, and then several holdings that reported recently to update my thoughts on a bit — including at least one that I’ve bought a little more of following earnings results. The tease […]

All of you, dear Irregulars, know that Stock Gumshoe is not a “tip sheet,” and I don’t operate a portfolio for other people to emulate or copy, or even attempt to track the stocks we cover as if they were a portfolio of buys and sells with consistent trading advice… but I do keep a […]

I’ve got a big ol’ pile of updates and thoughts about a dozen or so companies to get to, but we’re going to start with a teaser solution today. Paul Mampilly of Agora Financial’s FDA Trader apparently sent around a teaser note to his own subscribers (I say “apparently” because I’ve only seen the cut-and-paste […]

This appears to be the “hot” story of the day, given the number of alert Gumshoe readers who have been forwarding it along (you can always submit your teasers, too, or forward them to ILoveStockSpam[at]gmail.com — the more the merrier!) — it’s from Wall Street Daily and is selling their Publisher’s Series as a quarterly offering […]

I’ve been putting out my updated thoughts on each of our Irregulars spreadsheet companies (mostly past “Idea of the Month” stocks) over the last couple weeks, and now that I’m done looking at all of the “Speculations” on that list I thought I should combine them into one document to make it a bit easier […]

Markel released their earnings last night, and they were, well, typical very good Markel earnings — they actually had an above average year in some ways, with good underwriting and not much catastrophe loss and good increases in sales (written premiums). And now, after crashing to about 1.05X book value after announcing the Alterra acquisition, […]

Everyone in the investing punditry game has to make predictions, so I’ll go out on a limb here and let you know which of the stocks in the Gumshoe universe I’m most excited about for the coming year. I’m also, so you know, going to be revamping how I present and track the “Idea of […]

I just added to my holdings in Greenlight RE (GLRE), which was featured as our Idea of the Month recently. Why? Mostly because the stock is a little cheaper, and other insurers are starting to indicate that they’re hurting when it comes to their investment returns — the most recent warning was from a different […]

Comments

  • In the beginning the write-ups were thorough, and he wrote them like an evangelist for the stock. Unfortunately, if you ...

  • Well good ole GLRE popped up on my holiday value (trap?) scan. I noticed this SEC filing: https://www.sec.gov/Archives...

  • Enjoy the woods. As a guy returning from a 2 week vacation tomorrow I’ll remind you to bring the bug spray/repellent....

  • Thank you for digging this up, Travis. A similar situation holds with Einhorn's Greenlight Capital (ticker: GLRE), which...

  • Here's the total return chart for those four, plus the S&P -- the S&P is in purple and beat them all, though ROIC did ho...

  • It looks like Einhorn's investing woes continued through March, despite the late weakness in some of his short positions...

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