The economics of The Baupost Group’s Ontario mega-quarry investment …continue to unfold strangely, with new statements made in a January 12th Town Hall Meeting between Highland Companies executives and local parties adding clarification.
Back-of-the-envelope math once told a story
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…Scientists are launching an ambitious effort to diagram how the human genome controls cells by tracing the chemical pathways it uses to send instructions zinging through them like balls in a pinball machine.
The Broad Institute, a biomedical research juggernaut
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According to foreign filling, Seth Klarman’s Baupost Group bought $30m of …SAMCHULLY CO LTD, a South Korean nat gas. company on 1/12/11.
Below is a brief profile:
Samchully Company Limited operates in the Natural gas distribution sector. Samchully Co., Ltd.
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Seth Klarman’s Baupost Group increased his total holdings of Ituran Location …& Control Ltd. to $55m , on January 15th according to local fillings in Israel. His original purchase of shares of the company occurred in 2007.
Klarman has made
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There has been a ton written and a lot of numbers thrown around regarding this ruling. We need to break it down into two separate issues. Does this make it easier for $MBIA to collect from $BAC… for “losses it
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…Only one thing pertaining to The Highland Companies’ Ontario mega-quarry is
gaining notable momentum. Unfortunately for Seth Klarman’s Baupost Group, it is serious opposition—not progress—for which the proposed facility has become known. The Boston-based hedge fund owns a rumored 16%
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…I had to do something to end of the year without making ridiculous predictions about next year (I also plan to post something about ValueWalk’s growth thanks to our loyal readers). However I did make some good predictions in 09,10,
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Editors note: I wrote an article on the potential return of Baupost’s investment in Ontario, which can be found here. This article deals more with the risks regarding the investment:…
By Kim Palacious
Hedge fund stock buying strategies are generally
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To the readers (and potential readers) of Grant’s:
This compilation of recent articles, the second annual Grant’s Holiday e-issue, is for you—and for your friends, co-workers, clients, classmates, shipmates, brothers-in-law and maids-of-honor, too. Please pass …
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Gold has been among the best investments in 2011.
Shares of gold miners? Among the worst.
Gold is up 12% this year but shares of gold miners have fallen almost 16%. Smaller gold miners are down almost 40%, based on
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By Kim Palacious
This is part of a new series of investigative journalism, to report what the media has not reported or piece together many facts into an interesting article about famous investors, recent events etc.
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Which information
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A reader, the Great Sandesh, alerted me to this. By the way, I am not a fan of Prof. Greenwald’s book, Value Investing: From Graham to Buffett and Beyond …written by Bruce C.N. Greenwald, Judd Kahn, Paul D. Sonkin and
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…A group of large institutional investors led by BlackRock and Pimco are going after JPMorgan Chase & Co. over $95 billion of mortgage-backed securities. It is the first time the big investor group has formally indentified a target since reaching
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Confirmed by Baupost, not short BAC-Thomson Reuters
Our friends at Zero Hedge, put out an interesting report suggesting that Seth Klarman is short BAC.
Below is a brief excerpt:
As a reminder, Baupost is one of the …
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…(Reuters) – Walnut Place, a group of undisclosed investors who oppose Bank of America Corp’s (BAC.N) $8.5 billion mortgage bond settlement, is the Baupost Group, a distressed debt fund, according to an attorney for the bank.
“Walnut Place is actually
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