indythinker85 Posted September 10, 2014 Share Posted September 10, 2014 http://www.valuewalk.com/2014/09/baupost-klarman-letters/ “Our team is continually improving at knowing where to look for opportunity. Our analysts are doing some really creative work thinking about structural changes in some companies and industries, which has led to several new public equity investments. Pulling threads on existing stock investments has led to a few others.” Furthermore, Seth notes further, “I view it as a substantial positive that our team has the background, talent, and drive to source opportunity in new areas of the markets, generally with very favorable results. I am also pleased that this old dog (your Portfolio Manager) is still open (I’m always cautious but open) to learning a few new tricks.” Link to comment Share on other sites More sharing options...
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