Trading in Gold: The Secretive Dealings of One of the World’s Richest Industries

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Trading in Gold: The Secretive Dealings of One of the World’s Richest Industries (via Market Shadows)

All That Glitters By Matthew Hart at Vanity Fair From the re-discovered mines of a gold-rich empire lost in the Sahara Desert to the secretive trading rooms of the London Bullion Market, the greatest gold rush in history—today’s!—has sent the…

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



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