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Seth Klarman Bets Big On Bill Ackman, Other SPACs
Monday, November 16, 2020 - 4:00pm | 356Read More...Hedge fund manager Seth Klarman revealed several investments in SPACs during the third quarter, including a big bet on the largest SPAC from Bill Ackman. What Happened: A 13F filing from the third quarter reveals Klarman's Baupost Fund took a new 17.5 million-share stake in Pershing Square...
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Seth Klarman: 'Little Evidence Of Thought' Behind Stock Market Rebound
Thursday, August 6, 2020 - 11:15am | 682Read More...Billionaire hedge fund value investor Seth Klarman is extremely skeptical of the stock market rebound off the March lows. In his recent second-quarter letter to investors Klarman, who manages the $30 billion hedge fund Baupost, said a combination of faulty investor psychology and an enabling...
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Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Thursday, August 15, 2019 - 1:40pm | 2092Read More...The latest round of 13F filings from institutional investors were out this week, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what...
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Q1 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Friday, May 17, 2019 - 9:21am | 1998Read More...The latest round of 13F filings from institutional investors were out this week, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what...
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Q4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Friday, February 15, 2019 - 11:21am | 1833Read More...The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was buying...
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Dalio Agrees With Klarman's Warning Of Recession Risk
Tuesday, January 22, 2019 - 12:31pm | 547Read More...Billionaire hedge fund manager Seth Klarman is dominating headlines at the World Economic Forum after writing in a letter that the global economy can not continue "business as usual." What Happened Klarman oversees the $27-billion hedge fund Baupost Group and said in a letter seen by...
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Seth Klarman's Stock Portfolio Is Up 20%, Here Are His Latest Moves
Wednesday, February 14, 2018 - 11:12am | 1845Read More...I take a closer look at The Baupost Group's list of stock holdings where values have increased by 21.7% from the previous quarter. Recent stocks purchases including Time Warner Inc (NYSE: TWX), Pioneer Natural Resources (NYSE: PXD), and Cardinal Health Inc (NYSE: CAH). The Baupost Group'...
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Trump Claims Puerto Rico's Bond Debt Will Be 'Wiped Out,' Here's Who'd Lose Big
Monday, October 9, 2017 - 10:27am | 689Read More...Puerto Rico bonds took a huge hit last week when President Trump suggested the U.S. government may eliminate the nation’s debt in wake of its ongoing financial crisis. “They owe a lot of money to your friends on Wall Street, and we’re going to have to wipe that out,” Trump...
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A Guide To Who Loves And Hates Cryptocurrency
Thursday, October 5, 2017 - 11:18am | 770Read More...Bitcoin, Ethereum and other cryptocurrencies have been some of the hottest investments in the world in recent years. This year alone, the Bitcoin Investment Trust (OTC: GBTC) is up more than 476 percent. But while some investors are going all in on cryptocurrency as the future of payments, other...
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Seth Klarman: Feel Good About Your Bull Market Returns...But Not Too Good
Tuesday, February 14, 2017 - 4:36pm | 480Read More...It has been almost exactly eight years since the S&P 500 bottomed in March 2009. Since that time, the SPDR S&P 500 ETF Trust (NYSE: SPY) is up 241 percent, and the average investor has made a killing. Lucky and skilled investors who have outperformed the market have done even better, many...
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How To Invest Like Seth Klarman
Thursday, February 9, 2017 - 9:43am | 780Read More...Seth Klarman has gotten a lot of buzz this week on Wall Street for his skeptical words about stock market prospects under President Donald Trump. Klarman, who manages the $30 billion hedge fund Baupost, criticized Trump for his unpredictable and nationalistic policy decisions. Say It Again: Trump...
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5 Trending Books On Investors' Spring Reading List
Monday, March 14, 2016 - 11:26am | 331Read More...For many investors, curling up with a good book is less about murder mysteries and forbidden love triangles and more about equity bubbles and high-frequency trading strategies. Here’s a look at five trending books that investors should have on their spring reading list. 1. 'Industries Of...
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Klarman-Founded Baupost Group Increases Stake In eBay, Trims Micron and Citigroup In Q4
Saturday, February 14, 2015 - 8:49pm | 693Read More...In the hedge fund’s latest 13-F filing, the Seth Klarman-founded Baupost Group disclosed changes to its holdings that occurred during Q4 of 2014. Here’s a list of some of the moves the fund made to its largest positions during the quarter. Buys Acquired position in Bellatrix...
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Do You Have The Courage And Conviction To Achieve Stock Market Success?
Wednesday, August 20, 2014 - 2:46pm | 865Read More...Time and time again, the academics and practitioners pretty much prove that value investing works better than just about any other approach to investing in the markets. Best of all, as Walter Schloss pointed out, it is pretty easy for most investors to learn and implement. It doesn't take a...
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Free Advice From Seth Klarman & Charlie Munger
Tuesday, July 29, 2014 - 4:21pm | 867Read More...It was Sir Isaac Newton who famously said, “If I have seen further than certain other men, it is by standing upon the shoulders of giants.” Those who came before us in life have left a huge treasure trove of knowledge, but it seems few ever take the time to study what those great...















