sethklarman
Seth Klarman is a billionaire, hedge fund manager, and writer. He is not especially secretive, but he’s definitely not looking for the news spotlight either. Q2 2022 hedge fund letters, conferences and more As evidence of this, we can look at his hedge fund website, baupost.com A login and password, and that’s it. If you are not already an employee or investor in the fund, that’s all you see. No claim on yearly returns, no strategy description, nada. Either you have a good reason to be there, or go away. Who Is Seth Klarman?Seth Klarman is the co-founder of the hedge fund Baupost Group, straig...
ValueWalk
Whitney Tilson’s email to investors discussing the 13-F filings of 57 investment firms; fewest stocks traded.Q3 2020 hedge fund letters, conferences and more13F Filings Of 57 Investment Firms1) Following up on yesterday's e-mail about Berkshire Hathaway's (BRK-B) 13F regulatory filing, which showed the stocks it bought and sold during the third quarter... I also like reviewing the activities of other investors I respect, so I read with interest the summary of the 13F activities of 57 investment firms, mostly hedge funds (see the full list here).While plenty of stock moves caught my eye, such a...
ValueWalk
Whitney Tilson’s email to investors discussing his ‘spidey sense’; Seth Klarman; excerpt from his upcoming book about how he identified the top of the bitcoin and pot stock bubbles.Q2 2020 hedge fund letters, conferences and moreAn Investment Staffer Passing On Seth Klarman1) Following up on Monday's e-mail – in which I wrote about how I rely on my "spidey sense" to identify investment bubbles – one sign I look for at market peaks is when investing legends are being dismissed as out-of-touch, past-their-prime fuddy-duddies.Exhibit A today, as I've written about many times, is the legendary War...
ValueWalk
閲覧を続けるには、ノアドット株式会社が「プライバシーポリシー」に定める「アクセスデータ」を取得することを含む「nor.利用規約」に同意する必要があります。
「これは何?」という方はこちら