REMOVED: Seth Klarman’s 2010 Shareholder Letter Part II

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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 the future.

Abacab Fund Sees Mispricing In Options As Black-Scholes Has Become “Inadequate”

Abacab Asset Management's flagship investment fund, the Abacab Fund, had a "very strong" 2020, returning 25.9% net, that's according to a copy of the firm's year-end letter to investors, which ValueWalk has been able to review. Commenting on the investment environment last year, the fund manager noted that, due to the accelerated adoption of many Read More


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