dcollon Posted June 3, 2011 Share Posted June 3, 2011 http://www.businessinsider.com/transcript-of-david-einhorns-speech-at-the-ira-sohn-conference-2011-6 Link to comment Share on other sites More sharing options...
stahleyp Posted June 3, 2011 Share Posted June 3, 2011 anyone know the idea he posted on the VIC board? Link to comment Share on other sites More sharing options...
Cardboard Posted June 3, 2011 Share Posted June 3, 2011 IMO, what he said about Microsoft and Ballmer is spot on. It is not because someone has helped establish the company that he should have a permanent seat at the top. The "original" idea that started it all after a few decades gets really old and one needs to adapt, not entrench and cultivate an environment where new great leaders and ideas are born. He has not demonstrated any of that. Cardboard Link to comment Share on other sites More sharing options...
oldschoolsting Posted June 3, 2011 Share Posted June 3, 2011 anyone know the idea he posted on the VIC board? Possibly HCA. It is an Einhorn long and it was posted on 5/25. I can't read the writeup yet though. It's also the only post by that member. Link to comment Share on other sites More sharing options...
S2S Posted June 3, 2011 Share Posted June 3, 2011 I didn't know Sheryl Sandberg is David Einhorn's cousin. Dang. Link to comment Share on other sites More sharing options...
goldfinger Posted June 3, 2011 Share Posted June 3, 2011 IMO, what he said about Microsoft and Ballmer is spot on. It is not because someone has helped establish the company that he should have a permanent seat at the top. The "original" idea that started it all after a few decades gets really old and one needs to adapt, not entrench and cultivate an environment where new great leaders and ideas are born. He has not demonstrated any of that. Cardboard You are totally right about that. However as a general comment, thinking that Microsoft is where it is because of innovation is not accurate. Link to comment Share on other sites More sharing options...
stahleyp Posted June 3, 2011 Share Posted June 3, 2011 anyone know the idea he posted on the VIC board? Possibly HCA. It is an Einhorn long and it was posted on 5/25. I can't read the writeup yet though. It's also the only post by that member. I'll check it out. thanks! Link to comment Share on other sites More sharing options...
txlaw Posted June 4, 2011 Share Posted June 4, 2011 Well, it looks like Einhorn's argument was much more than what the press initially detailed. This paragraph was particularly interesting: Well Ray Ozzie, Gary Flake and Li Gong have all left Microsoft, along with Robbie Bach, and J Allard, who were largely responsible for the success of X-Box. Four other division presidents have left Microsoft since 2008 as well as former CFO Chris Liddell. Good grief! Interesting that Einhorn is the cousin of Sheryl Sandberg. Link to comment Share on other sites More sharing options...
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