Taking A Look At Seth Klarman, Meryl Witmer and Marty Whitman’s Q2 2008 Portfolios
Seth Klarman’s Baupost Group continues its move into the healthcare sector as evidenced by the latest Q2 13F-HR filing:
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Q2 2008 13F Portfolio Holdings
Professional money managers have filed their 13F filings for Q2 2008. I will examine them over the weekend and publish my comments next week but submit the spreadsheet links below for readers.
Also, if you have a strong case for other managers I should include, send me an email or post in the comments below. [...]
How Much Can You Know? What Pabrai Didn’t Know Hurt Him Badly
A couple of interesting Bloomberg links for readers this morning.
First, the recommended Open Exchange program (weekday mornings 8am PST) interviewed one of my favorite money managers, Mohnish Pabrai. I caught most of the program but missed the beginning. I will probably go back and listen to it today as I am curious if [...]
2008 Q1 13F-HR Filings: Klarman, Witmer, Third Ave
Seth Klarman’s Baupost filing is once again littered with SPACs but there are some interesting items to note:
Substantial new position in Wellpoint (WLP): Not to be confused with Wellcare (WCG), which Bruce Berkowitz and Mohnish Pabrai (piggybacking off Berkowitz) own. I have a few of the health insurers (UNH, HUM, WCG) on my watchlist [...]
Seth Klarman Doubles Down on Horizon Lines (HRZ)
As of his last filing, Klarman’s Baupost Group owned 3.8M shares. Today’s filing raises his stake to 7.1M shares or 23.74% of the company. I posted my more timid assessment of the company a few weeks ago. Perhaps I need a little more courage in my convictions. Maybe I’ll have to [...]
Imagination Is More Important Than Knowledge
The title of this post is taken from the famous quote by Albert Einstein and that principle is one I’ve always tried to live by. I think it ties in with an article by James Altucher published in the Financial Times a few months back about the usefulness (or lack thereof) of college. [...]
