He is the most successful and influential investor you have probably never heard of. His writings are so coveted and […]
Seth Klarman 2013 Letter to Investors: The Truman Show
From the Baupost Group’s 2013 shareholder letter by Seth Klarman, Klarman has recently given back 4 billion to investors due […]
Klarman Held 50 Percent Cash Amid Scarce Value
By Michael Ide, Value Walk, Nearly half of Baupost’s AUM was cash Before sending cash back to investors, Baupost nearly […]
Notable 13F Changes For Large Hedge Funds
Below are some changes in 13F for some Large Hedge Funds: APPALOOSA MANAGEMENT Boosted Stakes in Apple Inc. (NASDAQ:AAPL), SPDR […]
For Buffett, the Long Run Still Trumps the Quick Return
By ANDREW ROSS SORKIN, From http://dealbook.nytimes.com/2012/12/03/for-buffett-the-long-run-still-trumps-the-quick-return/ “If somebody bought Berkshire Hathaway in 1965 and they held it, they made a […]