omagh Posted February 13, 2010 Posted February 13, 2010 Baupost is finding undervaluations in distressed financials and media companies http://www.sec.gov/Archives/edgar/data/1061768/000114036110006076/form13fhr.txt -O
beerbaron Posted February 14, 2010 Posted February 14, 2010 Anybody compiled what's changed? BeerBaron
omagh Posted February 14, 2010 Author Posted February 14, 2010 http://www.gurufocus.com/news.php?id=84522 Anybody compiled what's changed? BeerBaron
SmallCap Posted February 15, 2010 Posted February 15, 2010 This blogger always gives an assessment of the changes in holdings. http://enlightened-american.com/2010/02/15/seth-klarman-meryl-witmer-q4-2009-hedge-fund-moves SmallCap
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