Calls
3
David Einhorn
Investor; Chairman, Green Brick Partners
Win Rate
33.3%
return
-0.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 17
$91.45
-0.4%
He believes younger generations are shifting away from homeownership behaviorally, comparing monthly mortgage payments to rent and preferring flexibility or speculation. Although he says the long-term math of buying and paying off a 30-year mortgage still works, the behavioral change should continue to increase rental demand and reduce demand for ownership.
Other
Long
Sep 17
$66.51
+0.9%
Where he owns AI exposure, he wants companies that are AI users and would benefit from productivity. Centene is a huge health insurer with extensive data, paperwork, and documentation workflows that can be automated, potentially cutting costs; if AI savings do not materialize, he still likes the stock for other reasons.
Healthcare Services
Long
Sep 17
$400.66
-0.7%
Gold is his largest long-term macro position. He argues the US fiscal situation is unsustainable and not under control, de-dollarization is accelerating as countries lose confidence in dollar reserves after the seizure of Russian assets, and China and others want the dollar less central to world trade. He expects gold to outperform the Nasdaq over the next 3-5 years and sees it as essential crisis insurance.
Commodities
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David Einhorn has 3 trade ideas tracked on Buzzberg across 3 tickers since September 2026. Most covered: GOLD, CNC, REZ.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
