Comments on: 2008 Q1 13F-HR Filings: Klarman, Witmer, Third Ave http://enlightened-american.com/2008/05/15/2008-q1-13f-hr-filings-klarman-witmer-third-ave One person's quest to make sense of a senseless American economy and society. Sun, 08 Jan 2012 12:07:34 +0000 hourly 1 http://wordpress.org/?v=3.0 By: kuuks http://enlightened-american.com/2008/05/15/2008-q1-13f-hr-filings-klarman-witmer-third-ave/comment-page-1#comment-174 kuuks Fri, 16 May 2008 10:52:24 +0000 http://enlightened-american.com/2008/05/15/2008-q1-13f-hr-filings-klarman-witmer-third-ave/#comment-174 Thanks for the reply to my HRZ question, I will look into FCF again. Do you have any idea why Klarman sold out of his FAF position? The spinoff is yet to occur and it's still quite cheap. Although they have been hurt by the real estate market, if you consider normalized earnings of the insurance segments and then the great and growing information businesses, FAF is a good play. Any insight? Thanks for the reply to my HRZ question, I will look into FCF again.

Do you have any idea why Klarman sold out of his FAF position? The spinoff is yet to occur and it’s still quite cheap. Although they have been hurt by the real estate market, if you consider normalized earnings of the insurance segments and then the great and growing information businesses, FAF is a good play. Any insight?

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