Check this out people. A great read on Seth Klarman. link Better and better, Lucas … more →
VALUE INVESTOR HAVENValueHuntr wrote 2 months ago: Seth Klarman, founder and portfolio manager of Baupost Group LLC, recently hosted a video conferenc … more →
greenbackd wrote 2 months ago: Dr. Roderick Wong has withdrawn his slate of director nominees for election at Facet Biotech Corpora … more →
chetanroy wrote 2 months ago: Jeffrey Goldberg writes in the Atlantic wondering whether his Merill Lynch investment advisers were … more →
greenbackd wrote 2 months ago: Facet Biotech Corporation (NASDAQ:FACT) is a new category of investment for us: special situations. … more →
ValueHuntr wrote 3 months ago: We are adding Facet Biotech Corporation to our ValueHuntr Portfolio. FACT is a company with a market … more →
greenbackd wrote 4 months ago: Today we complete our series on Seth Klarman, the founder of The Baupost Group, a deep value-oriente … more →
greenbackd wrote 4 months ago: Following on from our earlier post, Seth Klarman on Liquidation Value, we present the second post in … more →
greenbackd wrote 4 months ago: Seth Klarman, the founder of The Baupost Group, an exceptionally well-performed, deep value-oriented … more →
widemoat wrote 4 months ago: This past week, we spent some time assessing Microsoft’s moat. Though its Windows operating system a … more →
widemoat wrote 5 months ago: Seth Klarman, clearly one of our favored sources of investing insight, recently took up the task of … more →
widemoat wrote 5 months ago: Yesterday we noted Seth Klarman’s three methods for valuing businesses and observed that a net prese … more →
widemoat wrote 5 months ago: Ebay, we’ve found, operates an auction business that generates recurring sales on the widest variety … more →
Index Beating wrote 6 months ago: By Joe Chase of IndexBeating.com I have noticed some similarities between subprime mortgages and jun … more →
moneyjungle wrote 6 months ago: Here’s a hour-long interview with legendary value investor Seth Klarman. Since its founding i … more →
josephfouche wrote 6 months ago: Seth Klarman, noted value investor running Baupost Group and the usually reclusive author of Margin … more →
Cogitator wrote 9 months ago: “American Express at the time was the only major U.S. public company to be capitalized as a jo … more →
josephfouche wrote 9 months ago: Niall Ferguson Scottish historian Niall Ferguson is the most interesting contemporary historian. Eve … more →
josephfouche wrote 9 months ago: Black swans have three traits. First, it is an outlier: it lies outside the realm of regular expecta … more →
Cogitator wrote 9 months ago: The relative value arbitrage technique detailed in this paper has yielded 11% per annum. It requires … more →