Value Rotation Poised to End

The video discusses Greenlight Capital's recent performance, highlighting its value-oriented strategy. It examines long positions in GM and Bright House, noting their low PE ratios and strong returns. The video also covers short positions in Amazon and Netflix, which benefited from declining momentum. Despite past losses, the video speculates on the potential success of the value strategy, considering recent market trends and reversals.

What is the price-to-equity ratio of GM compared to the S&P?

• 20 compared to S&P's 30

• 15 compared to S&P's 25

• 10 compared to S&P's 20

• 5 compared to S&P's 18

Which two companies were mentioned as Greenlight's major short positions?

• Tesla and Facebook

• Apple and Microsoft

• Amazon and Netflix

• Google and IBM

What was the performance of Greenlight's main fund last year?

• Gained 33%

• Lost 33%

• Gained 50%

• Lost 50%

What recent trend was observed in the market according to the final section?

• Momentum stocks are regaining strength

• All stocks are declining

• Value stocks are outperforming momentum stocks

• Value and momentum stocks are performing equally

What might be the impact on Greenlight's short positions if the market trend reverses?

• They will benefit from the reversal

• They might start to incur losses

• They will remain unaffected

• They will gain more profits