Jan. 14 at 1:16 PM
$QQQ This piece isn’t about David Einhorn the legend, or value “coming back.”
It’s about time and what happens when math is right but recognition is late.
Einhorn isn’t arguing with the market. He’s reconciling it. Line by line. Quarter after quarter. In a regime where narratives move faster than statements, that discipline becomes a cost. Shorts stop paying on schedule. Being early stops being survivable.
This isn’t a biography.
It’s a look at how a math-first fund manager keeps operating when the market decides math is optional.
Read → https://cundilldeepvalue.substack.com/p/fragments-fund-manager-series-david-0a5
Nothing dramatic. Nothing heroic.
Just the machine, under pressure.
$CVX $COP
$PFE
