Morgans Hotel Group Co. (MHGC) Long Thesis


Long thesis on Morgans Hotel Group Co. (MHGC).

Executive Summary

The assets that Morgans Hotel Group currently own are worth around $22.15 per share:


Seth Klarman Joins Others In Redefining Value Investing: This Is How Baupost Does It

Seth KlarmanSeth Klarman's Baupost is one of the largest hedge funds in the world, and it utilizes a long-only, value-focused investment process. However, some well-known names have suggested that value investing is dead, so where does that leave Baupost and other highly reputable value investors? Klarman had some insight in his year-end letter for 2021. Q4 Read More

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