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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Can you tell us a little bit about your background?… I started in the financial services industry while I was still in college, and have been in it ever since. After Hurricane Andrew in 1992 I started studying derivatives and
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Tons of good info in here. Below is the full document in scribd. Big H/T to Street of Walls
Quick Street of Walls Takeaways:
…As we saw last quarter Hedge Funds piled into Technology again as valuations exploded in the
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A EXTRAORDINARILY RARE interview with one of the greatest investors ever, Seth Klarman. Big H/T to Read More »
NOTE: I will be releasing European market valuations shortly. I will now be able to do it on a monthly basis like I do with my US stock market valuation articles (this month it will be super late). Below are…
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You can all thank the person who posted w/o my permission Klarman’s S/Ls under my name on a big site, which alerted Baupost’s CCO to my site. I will no longer be able to publish anything from Baupost Group in…
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