Comments on: Q3 2008 13F Portfolio Holdings

By: Recommended Readings - Nov 21, 2008 — Old School Value

Recommended Readings - Nov 21, 2008 — Old School Value — Thu, 20 Nov 2008 17:46:58 +0000

[...] Q3 2008 13F Portfolio Holdings presented by The Enlightened American [...]

By: The Enlightened American » Bruce Berkowitz, Bob Rodriguez & Mohnish Pabrai - Q3 2008 Holdings

Wed, 19 Nov 2008 17:47:53 +0000

[...] Q3 2008 13F Portfolio Holdings [...]

By: The Enlightened American » Seth Klarman, David Einhorn & Meryl Witmer Q3 2008 Holdings

Wed, 19 Nov 2008 17:44:58 +0000

[...] Q3 2008 13F Portfolio Holdings [...]

By: Davy Bui

Davy Bui — Mon, 17 Nov 2008 16:07:02 +0000

Hey Jae,

Thanks for the comment. I’ve also watched IACI for some time now but decided I didn’t know enough about its industry and how to value it.

My sense is that Seth Klarman is one of the most dangerous guys to piggyback ideas off of. Looks like he sold off most of his health insurer positions that were recently opened. I remember a similar case with Sallie Mae not too long ago.

By: Jae Jun

Jae Jun — Mon, 17 Nov 2008 13:15:04 +0000

wow this is very helpful. Much easier than going through the txt files.

I see Seth Klarman has added IACI, a company that I was looking into.