Wilbur Ross “France Will Not Default”


WL Ross & Co. CEO Wilbur Ross on the S&P downgrades of nine eurozone countries and their impact on the U.S. economy and markets.

Some comments:

Makes fun of rating agencies.

Seth Klarman’s 2021 Letter: Baupost’s “Never-Ending” Hunt For Information

Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk has been able to review, the value investor describes the Baupost Group's process to identify ideas and answer the most critical questions about its potential Read More

Euro weakening will be bad for exports.

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