Greenlight Capital Re, Ltd. (NASDAQ:GLRE)

CAPS Rating: 5 out of 5

The Company is a specialty property and casualty reinsurer, which operates business through its one operating segment, property and casualty reinsurance.

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Member Avatar AnsgarJohn (99.10) Submitted: 4/10/2014 5:37:22 PM : Outperform Start Price: $31.56 GLRE Score: -1.94

All star pick 96-0 ? Outside my circle of competence. Greenlight (Cayman Islands) Capital. Neg. cash flow? http://www.gurufocus.com/stock/GLRE
Educational pick.

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Member Avatar healthcarevalue (97.92) Submitted: 2/24/2014 9:31:06 PM : Outperform Start Price: $32.31 GLRE Score: -2.68

5.4 price earnings ratio. 24 percent return on invested capital (ROIC). No long term debt with negligible debt to equity ratio of zero.

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Member Avatar freecapital (74.61) Submitted: 3/17/2013 10:45:35 PM : Outperform Start Price: $24.42 GLRE Score: +8.86

Gum

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Member Avatar loangolfer (< 20) Submitted: 2/7/2013 9:04:27 AM : Outperform Start Price: $24.67 GLRE Score: +5.08

Mr Einhorn makes money

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Member Avatar lkingforfreedom (< 20) Submitted: 2/5/2013 2:02:08 PM : Outperform Start Price: $23.98 GLRE Score: +8.76

At bv now. Makes. An average of 100 mln a yr last three yrs. ie roe of 14. Einkorn managing portfolio. Should be 1.5 times book in the future. Cap n crisis also recommends.

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Member Avatar cibient (28.17) Submitted: 12/31/2012 1:22:03 AM : Outperform Start Price: $24.05 GLRE Score: +7.80

GLRE has underperformed the blistering S&P 500 index return in 2012, but I'm betting the tide will turn in 2013.

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Member Avatar almodovar (< 20) Submitted: 11/27/2012 5:50:23 PM : Outperform Start Price: $23.17 GLRE Score: +3.31

A long term holding.

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Member Avatar rmh9962 (< 20) Submitted: 7/2/2012 11:38:16 AM : Outperform Start Price: $25.40 GLRE Score: -12.39

David Einhorn is a talented investor and will have a steady stream of capital to invest from float. This is a long term holding.

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Member Avatar ryppyaivo (94.32) Submitted: 6/7/2012 11:52:43 AM : Outperform Start Price: $25.25 GLRE Score: -14.92

David Einhorn.

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Member Avatar UltraLongFI (< 20) Submitted: 11/14/2011 3:30:58 PM : Outperform Start Price: $22.50 GLRE Score: -7.76

Like Einhorns picks.

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Member Avatar DoubleAmerica (96.06) Submitted: 9/12/2011 8:22:57 PM : Outperform Start Price: $25.30 GLRE Score: -21.37

GLRE looks to be selling at an attractive valuation at right above tangible book value, which is made all the better by having Einhorn at the helm. Also, as a long-short type fund, you have greater downside protection in this unpredictable market. Strong long-term pick IMO.

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Member Avatar metoo105 (28.98) Submitted: 3/28/2011 1:13:10 PM : Outperform Start Price: $27.82 GLRE Score: -27.54

Einhorn is a fairly smart guy. Generally, when I read a book from a new upstart aiming to make a name for himself, I tend to be skeptical. Einhorn's didn't make me want to hurl and avoided most of the mistakes that others in that situation commonly make.

Coming off of a quarterly loss and an expected increase in the underwriting fees post-Japan from losses experienced by the competition, I take now to be a good entry for GLRE.

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Member Avatar Covestor (20.59) Submitted: 3/14/2011 3:01:49 PM : Underperform Start Price: $25.90 GLRE Score: +21.18

Covestor Model Manager Lucas Krupinski sold GLRE in his Small Cap Fundamentals Covestor Model ( http://covestor.com/Lucas-Krupinski )

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Member Avatar 10243406 (< 20) Submitted: 2/10/2011 11:16:39 PM : Outperform Start Price: $28.16 GLRE Score: -28.69

Dare I say this man is the next Warren Buffet? Hes young, Ivy Educated, great business model, and knows what he is talking about. I just wish I came on the band wagon earlier but I am here now and I will be riding this fund until he retires ( which will be a long long time from now :D)

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Member Avatar RWH10 (< 20) Submitted: 3/5/2010 5:01:34 PM : Outperform Start Price: $25.13 GLRE Score: -36.77

Chairman of the Board of the company, David Einhorn, is a very succesful hedge fund operator. This insurance company is now trading at a PE of 4. TTM earnings for 2009 $5.70. The company is significatly undervalued at todays price.

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Member Avatar CHICMAGG (60.76) Submitted: 10/12/2009 3:24:19 PM : Outperform Start Price: $19.72 GLRE Score: -12.37

i like holdings, similar to MKL, BRK.A

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Member Avatar SequoiaStocks (93.54) Submitted: 9/18/2009 10:18:01 AM : Outperform Start Price: $19.18 GLRE Score: -9.58

This account tracks the performance of the investment firm Ruane, Cunniff, and Goldfarb - the investment manager of Sequoia Fund.

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Member Avatar XMFSmashy (99.93) Submitted: 6/26/2009 9:48:32 AM : Outperform Start Price: $11.47 GLRE Score: +43.73

Read Einhorn's book and you'll see how good this guy is.

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Member Avatar MOSCapital (87.06) Submitted: 6/11/2009 2:26:00 PM : Outperform Start Price: $17.69 GLRE Score: -21.46

Although I missed the opportunity to capitalize on GLRE being valued at below tangible book value, I still believe that this is one of the most incredible deals that has come about in a while. Einhorn is truly a genius and one of the most intelligent investors since Buffett and there is no way that GLRE will continue to hover around tangible book value as long as Einhorn is in charge. He took the traditional value investing process and flipped some of the questions around to give himself a better idea of what exactly makes the company worth what his valuation came up with. You can see this idea present in his experience with Allied. He sticks to his principles and doesn't try to make up new reasons to stay with an investment if his original thesis no longer stands. There is an incredible amount of room for this company to grow and capitalize on all the current opportunities (although these opportunities are becoming less and less abundant the more this rally continues). Look for GLRE to outperform in the long run, because this is one of those companies that you could stay invested in for decades if the underlying principles stay the same (i.e. Einhorn staying put).

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Member Avatar LRMarbitrage (95.37) Submitted: 5/4/2009 9:02:34 PM : Outperform Start Price: $15.28 GLRE Score: -14.23

Einhorn

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