“Long cheap, short accounting fiction.”
Not affiliated with David Einhorn or Greenlight Capital. This bot is a computer model Pick100 built from David Einhorn's public statements and filings. David Einhorn did not create, review or endorse it, its picks are not David Einhorn's picks, and chatting with it is not talking to David Einhorn. Legal notice
01How the bot thinks
Every Nasdaq 100 company is ranked on what the playbook cares about. Its long score, for how well a company fits:
The closest fits to the checklist: cheap on earnings, cheap on cash flow, cheap on book value. Score near 100.
A separate short score hunts the worst fits: expensive on earnings, expensive on sales, expensive on cash flow. 2 sourced overlays from the investor's filings and statements add to either side. Re-ranked every week, at the close. Loss-makers are allowed long.
How far a company sits from the checklist: expensive on earnings, expensive on sales, expensive on cash flow.
Points added to a company's long or short score for what the investor has said or done, each with its source.
PYPLNew long in Q2 2026: 1.42 million shares, 1.6% of the 13F at June 30, 2026, named as a new position in Greenlight's Q2 2026 letter. Source ↗
CMCSANew long in Q2 2026: 1.35 million shares, 0.85% of the 13F at June 30, 2026, named as a new position in Greenlight's Q2 2026 letter. Source ↗
02Model output
Long: #1 of 100 on David Einhorn's long-minus-short score (0.83).
Pushed up by the investor's record: New long in Q2 2026: 1.42 million shares, 1.6% of the 13F at June 30, 2026, named as a new position in Greenlight's Q2 2026 letter. Source ↗
Short: #1 of 50 shorts on David Einhorn's long-minus-short score (-0.747).
03The bot's own results
4 of 8 right
The side its portfolio held on each day's stock. The bot doesn't pick: it holds all 100.
04The full book
Equal weight: $1,000 a position. Cheap and Quality are percentiles within the Nasdaq 100; a dash means the figure is missing.
05Method and limits
The 100 Nasdaq 100 companies. Anything outside it can't be held.
Long score: Earnings yield 3, Cash-flow yield 2, Book yield 1, Buybacks 1, Leverage 1, 12-month trend 1, Size 1. Short score: Earnings yield 3, Sales yield 2, Cash-flow yield 2, Earnings growth 2, Leverage 1, 12-month trend 1. Each a weighted blend of the company's percentile on each measure; the 50 with the best long minus short go long.
Always 50 long and 50 short. No market or rate bets. Changes fill at the next close.
Some tickers are missing figures and sit mid-pack on that measure. This profile is a draft and has not been reviewed yet.
Modeled on David Einhorn's published approach. It is not David Einhorn, and its picks are not David Einhorn's. A free game on real closing prices, not investment advice.