In short: Cited as data — David Einhorn's publicly traded vehicle in the relayed manager-performance table, not a stock call. Shown at +8.5% YTD 2026 versus SPY's +12.6%, i.e. −4.1% against the index as of Aug 28, 2026. Its role in the argument is to establish that the shortfall spans styles: "it is interesting that both growth- (Cathie Wood) and value-oriented investors (David Einhorn and Bill Ackman) are lagging." The table is explicitly "a small sampling of celebrity investors" relayed "to Team Haymaker by our Kiwi friend Trader Ferg," sourced to @AskLivermore, and its own footnote warns that these are share-price returns which "may differ from stock price returns due to discounts/premiums." No view, valuation or recommendation is offered on the shares.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.