03/21/2013 08:27 am ET Updated May 21, 2013

When This Man Talks, Markets Listen

It was shaping up as an especially good episode of The David Einhorn Show. The founder of the $8.8 billion hedge fund Greenlight Capital was speaking in May 2012 at his favorite venue, the Ira W. Sohn Investment Research Conference, held that year at New York's Lincoln Center, to a packed audience of money managers eager to hear which stocks were in his cross hairs.

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