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jacobwolinsky

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  1. http://finance.fortune.cnn.com/2012/10/11/seth-klarman-jpmorgan-ny-ag-case/
  2. Two questions, 1. Anyone have any idea why he didnt include may returns? Letter was dated June 12th, I got stat sheet for May yesterday, dated early June? Seems a bit strange? http://www.valuewalk.com/2012/06/ackmans-pershing-square-up-2-6-ytd-rare-short-position-added/. He did awful in may but is that reason he would just leave it out (and April is missing) 2. Anyone have an idea what his short is? Hes usually long only?
  3. Read a good two dozen books on financial crisis and this was mentioned in a few, but i dont recall such specific details about a deal. I could be mistaken, in which case I apologize posting an old story.
  4. This is an exclusive from THe Alpha masters new book. I spoke with the author before using this title since it is very explosive/damaging - http://www.valuewalk.com/2012/05/david-tepper-thinks-goldman-sachs-asked-him-to-make-illegal-trades/
  5. http://www.valuewalk.com/2012/05/berkshire-hathaway-inc-brk-a-wanted-to-buy-lehman-brothers/
  6. Thought you would enjoy this, Klarman thinks rally is Fed and ECB induced Bubble http://www.valuewalk.com/2012/05/seth-klarmans-baupost-group-market-rally-could-end-with-tears/
  7. Enjoy! http://www.valuewalk.com/2012/05/dan-loeb-is-long-portuguese-bonds-apple-risk-arb-esrxmhs/
  8. Bc economists are any better at forecasting? I would take Einhorn over anyone forecasting GDP in Q4 2014 any day.
  9. If anyone could post them it would be GREATLY appreciated, love hearing watsa' thoughts
  10. I just got a pass for MKL meeting and offer still stands...
  11. I cant make it to Berkshire but if anyone could take notes for valuewalk i would greatly appreciate it if you visit this forum regularly youll know that i can repay with some nice goodies (or fiat currency) please contact info (at)valuewalk.com if your interested. Hope to see you all next year.
  12. Thanks oddball GREAT read i got a bunch of sell side reports im going to post them tomorrow hopefully
  13. Anyone know the bear case for the company? Havent looked in depth but seems super cheap
  14. Thought you guys would appreciate news, also looks cheap thoughts? http://www.valuewalk.com/2012/04/seth-klarmans-baupost-group-buys-26-million-shares-of-vivendi/
  15. hes speaking at the NYSSA this thursday. I have emailed him but hes pretty busy with the IPO (and managing $85B)
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