mhdousa Posted January 27, 2018 Posted January 27, 2018 He discusses "disruptive change" in the tech sector and while he feels traditional value (e.g. companies like Macy's that are being "attacked by Amazon") will never "let you down", he's convinced that "the new firms that are seeking to displace the older incumbents" won't "give you up" though "many of these companies seem very fully valued." Baupost Q4 2017 Letter -M
augustabound Posted January 27, 2018 Posted January 27, 2018 Now I see why everyone wants to read his letter so much. That was fantastic. ;D
writser Posted January 27, 2018 Posted January 27, 2018 Thanks a lot. Seems like Baupost is on a roll lately.
vinod1 Posted January 27, 2018 Posted January 27, 2018 The link goes to YouTube song. Can you please repost the link. Or am I missing on the joke. Thanks Vinod
augustabound Posted January 27, 2018 Posted January 27, 2018 The link goes to YouTube song. Can you please repost the link. Or am I missing on the joke. Thanks Vinod You've missed the joke.
AzCactus Posted January 27, 2018 Posted January 27, 2018 MH was bored and apparently had little to do on Friday night.
KJP Posted January 27, 2018 Posted January 27, 2018 The link goes to YouTube song. Can you please repost the link. Or am I missing on the joke. Thanks Vinod You've missed the joke. https://en.wikipedia.org/wiki/Rickrolling
mhdousa Posted January 28, 2018 Author Posted January 28, 2018 MH was bored and apparently had little to do on Friday night. Close. I was drinking on a Friday night and for some reason decided to check two of my favorite value investing message boards (the other being the subreddit "Security Analysis") before going to bed. Both of them had lots of people asking for the Baupost q4 letter. So I decided to have some fun... I had forgotten I had done that until I woke up to a few PMs asking for the letter. Very happy at least a few people appreciated it.
nkp007 Posted January 28, 2018 Posted January 28, 2018 Amazing letter. I really like the part where Klarman mentions he will never give up on a position or let his investors down. A+ dude.
vinod1 Posted January 29, 2018 Posted January 29, 2018 You guys had me hook, line and sinker. I was at a science event for my son when I read this thread. Not wanting to read the letter just standing, I searched and chose a comfy spot to read, and when the link too me to YouTube, I turned on cellular which I turned off for YouTube and vola, the song comes. Determined I try it a couple of more times. Vinod
augustabound Posted January 29, 2018 Posted January 29, 2018 Wow, did the joke go over that many heads? :o
AzCactus Posted January 29, 2018 Posted January 29, 2018 Wow, did the joke go over that many heads? :o It didn't go over our heads lol....We still want the letter independent of it not being posted. We understood the silly video too.
mhdousa Posted January 30, 2018 Author Posted January 30, 2018 Can anyone PM it to me? Thanks +1 Yeah, me too please.
Snorky Posted March 27, 2018 Posted March 27, 2018 Is here anyone who get the letter and would PM it to me ?
Guest Posted January 25, 2020 Posted January 25, 2020 Anyone here have the 2020 letter? I've seen bits and pieces but the full letter is rather elusive this year.
DanielGMask Posted January 26, 2020 Posted January 26, 2020 Anyone here have the 2020 letter? I've seen bits and pieces but the full letter is rather elusive this year. Attached!Baupost_2019_Letter.pdf
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