PERSON DIRECTORY
David Einhorn
David Einhorn appears in 2 indexed conversations across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
2 EPISODES1 SHOW
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David Einhorn pitches at Sohn Investment Conference 2026
David Einhorn’s five US transition stories center on gaps between current perception and future business quality, including Acadia’s occupancy recovery and Centene’s Medicaid and ACA repricing.Fluor offers cost-plus backlog and buybacks, Versant combines a 19% last-year FCF yield with technical selling, and Victoria’s Secret depends on restoring margins toward management’s 10% target.