Saturday, December 4, 2010

Too Big to Fail: Einhorn vs. Lehman

For the last several weeks, Lehman has been complaining about short-sellers. Academic research and our experience indicate that when management teams do that, it is a sign that management is attempting to distract investors from serious problems.

David Einhorn's speech at the Ira W. Sohn investment research conference in late May 2008.

No comments:

Post a Comment