Widely followed hedge fund manager David Einhorn reiterated his belief in two existing positions at an investment conference Tuesday: A short bet against Athenahealth and a long play in AerCap, according to a person who witnessed the presentation.
The remarks were made at an event hosted by Grant's Interest Rate Observer in New York. A spokesman for Einhorn's Greenlight Capital declined to comment.
Athenahealth stock declined about 2.8 percent in morning trading and had been down more than 4 percent at one point. AerCap was up about 2.6 percent at the same time.
Einhorn recommended shorting Athenahealth at the Sohn Investment Conference nearly a year ago. He called the company part of a "basket" of "bubble stocks" he was shorting. The presentation from that event is now posted on the Greenlight website.