Money and Finance
If anyone happens to have the full Baupost year-end letter and could pass it along, I'd be extremely grateful.
Link to article: Baupost Sifted Through Energy Carnage as Bargains Rare
[H/T Santangel's Review]
- Seth Klarman Letter Excerpts And Summary
Via ValueWalk: Seth Klarman: Fed Created Truman Show Style Faux Economy In his 2013 letter to investors, Baupost Group's Seth Klarman notes that the Fed has built a “Truman Show”-style faux economy, hates Bitcoin, returns $4 billion to investors...
- Seth Klarman's Baupost Hedge Fund Loses More Than $150 Million On Gold Miners
In October, Marcel “Mac” DeGuire became president and chief operating officer of Guyana Goldfields, an exploration-stage company listed on the Toronto Stock Exchange that has been losing money trying to develop gold mines in South America for years....
- Fortune: Big Winner In Government's Jpmorgan Suit: A Hedge Fund
Found via Santangel’s Review. In a Wall Street vs. Wall Street fight, the NY AG Eric Schneiderman just gave hedgie Seth Klarman the upper hand. A hedge fund manager who made money betting against the housing bubble, and the terrible mortgage loans that...
- Seth Klarman: The Oracle Of Boston
HEDGE-FUND bosses rarely double as cult authors. But an out-of-print book by Seth Klarman, the boss of the Baupost Group, sells for as much as $2,499 on Amazon. A scanned version of “Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful...
- Baupost's Klarman Sees Poor Outlook For Stocks
Update (Sept. 2010): A great transcript came out in the September/October Financial Analysts Journal: HERE....................Star hedge fund manager Seth Klarman sees few bargains in the current environment and predicted on Tuesday that the stock market...
Money and Finance
Baupost Sifted Through Energy Carnage as Bargains Rare
If anyone happens to have the full Baupost year-end letter and could pass it along, I'd be extremely grateful.
Link to article: Baupost Sifted Through Energy Carnage as Bargains Rare
Seth Klarman said his $28.5 billion Baupost Group identified opportunities last year in energy after oil prices plunged, as other prospects for finding bargains dried up.
“Baupost wasted no time in redirecting additional investment team members into the energy area to sift through the carnage,” Klarman, 57, wrote in a year-end letter to investors, which was obtained by Bloomberg News.
[H/T Santangel's Review]
- Seth Klarman Letter Excerpts And Summary
Via ValueWalk: Seth Klarman: Fed Created Truman Show Style Faux Economy In his 2013 letter to investors, Baupost Group's Seth Klarman notes that the Fed has built a “Truman Show”-style faux economy, hates Bitcoin, returns $4 billion to investors...
- Seth Klarman's Baupost Hedge Fund Loses More Than $150 Million On Gold Miners
In October, Marcel “Mac” DeGuire became president and chief operating officer of Guyana Goldfields, an exploration-stage company listed on the Toronto Stock Exchange that has been losing money trying to develop gold mines in South America for years....
- Fortune: Big Winner In Government's Jpmorgan Suit: A Hedge Fund
Found via Santangel’s Review. In a Wall Street vs. Wall Street fight, the NY AG Eric Schneiderman just gave hedgie Seth Klarman the upper hand. A hedge fund manager who made money betting against the housing bubble, and the terrible mortgage loans that...
- Seth Klarman: The Oracle Of Boston
HEDGE-FUND bosses rarely double as cult authors. But an out-of-print book by Seth Klarman, the boss of the Baupost Group, sells for as much as $2,499 on Amazon. A scanned version of “Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful...
- Baupost's Klarman Sees Poor Outlook For Stocks
Update (Sept. 2010): A great transcript came out in the September/October Financial Analysts Journal: HERE....................Star hedge fund manager Seth Klarman sees few bargains in the current environment and predicted on Tuesday that the stock market...