indythinker85

http://www.denverpost.com/breakingnews/ci_23694015/exclusive-john-malone-bets-broadband-return-u-s

Very nice guy I second what everyone here has basically said.

Bad timing!

I dont think this is a quarterly letter but nice amount of information from wherever it was taken. Wish Klarman spoke more about investments these days instead of macro but ill take what i can get! http://www.valuewalk.com/2013/07/klarman-economy-house-of-cards/

I would swear by anything Price says. However, I also read the book and really enjoyed it. Cundill would invest across the cap structure and in any place he found value. Was not a dry read either IMO.

Hope this wasnt posted yet! Links to all of them here http://business.outlookindia.com/peoplehome3.aspx?pid=10215&author=Outlook+Business

I am not a fan of his views and the comments sometimes are simply outrageous and racist, but he is good at finding very good content IMHO. I do not know him well but he also is much more normal than he seems and he also has some excellent sources.

Hell yeah, my second largest position...behind FIAT No were talking! What price did you get in i just bought 6 weeks ago but see much more upside. Care to share your thesis?

Anyone like EXOR?

Usually the PDF goes viral within 20 minutes of the first post. Reuters has short piece here http://news.yahoo.com/greenlight-capital-exits-profitable-mbia-short-letter-135404605.html and I found full letter here (but not in PDF) http://www.valuewalk.com/2013/05/greenlight-capital-q1-2013-letter/. Anyone else bullish on VOD?

More links for Q1 http://www.zerohedge.com/news/2013-05-05/seth-klarman-expains-when-investing-its-hardest-and-why-he-not-joining-momentum-trad http://www.institutionalinvestorsalpha.com/Article/3201722/Seth-Klarmans-Baupost-May-Return-Some-Capital-to-Investors.html

I see he updates it time to time but anyone have idea if there is any schedule or anything? Or do i have to just check bad every few days?

Hes up 20% this year not bad. I have a friend who is a value analyst at a top small cap firm which keeps low profile. He told me 60% of his money was in MBI (before the news) and i told him it was too risky. Anyway, he is probably a millionaire now.

Looks like first quarter letter is out anyone seen it? http://www.valuewalk.com/2013/04/seth-klarman-false-calm/

Am i reading this correctly stock went from $8 to $160 in a few months?! http://www.bloomberg.com/quote/FGL:SJ unrelated, anyone know more of his positions (not in his letters)?

Tnx! I dont see memo on site? where is this from.

Watsa already has several investments in Greece. Forgot where I saw it but I know I read recently that he has at least two significant stakes in Greek companies.

Cant find more recent but Meb Faber's latest here-http://c7.valuewalk.com/wp-content/uploads/2012/12/global-cape-ratios.png The one on ZH i have seen i think in BoFa Merrill report will double check. I am pretty sure whoever compiles the data on the ZH chart updates it on regular basis.

Howard Marks http://blogs.cfainstitute.org/insideinvesting/2013/02/28/speculation-versus-investment-its-all-a-matter-of-semantics/

http://www.businessweek.com/videos/2013-02-27/the-chinese-excel-at-thinking-strategically-roach

Great stuff thank you!!!

http://www.valuewalk.com/2013/02/what-is-the-difference-between-investing-and-speculation/ from CFA Institute. Howard Marks is going to answer question tomorrow on forum. Im serious.

Market top?

http://www.cnbc.com/id/100466047 http://www.nypost.com/p/news/business/chapman_out_of_herbalife_BCUIhqVCSOhatwT9HvGWMM Nice prediction about both being in for a quick profit here-http://www.valuewalk.com/2013/02/loeb-chapman-connection-goes-back-at-least-12-years/

total aum i hear is about $25B