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    Seth Klarman Betting Big On These 2 Stocks

    Wed, 05/30/2012 - 11:16 EDT - Seeking Alpha
    • Alpha Stratus
    • IDIX
    • NG

    By Alpha Stratus:Seth Klarman's Baupost Group is one of the largest hedge funds and regarded very highly in the world of "Graham-Dodd" value investors. Seth Klarman is also the author of "Margin of Safety" (which is out of print and retails for $1,500), which reflects his views on investing and he is revered among investors. After graduating from Harvard Business School one of his professors, Bill Poorvu (also known as a shrewd real-estate investor), asked him to help manage money for his company Baupost (which combines the names of his partners Howard Stevenson, Jordan Baruch and Isaac Auerbach).While Baupost is not solely focused on U.S. equities, because of Klarman's long-term view and relatively low turnover, there is a lot of information to be gleaned from looking at his reported equity positions over time. This reason, coupled with Klarman's stock-picking ability, makes Baupost one of the more profitable funds to clone overComplete Story »

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    • Baupost Group's Big Q3 Bets

      By Alpha Stratus:The Baupost Group was founded in 1983 by Seth Klarman, who is regarded as one of the best value investors of this generation. Klarman started at Baupost straight out of Harvard Business School, and has been running it for over two decades now. Klarman’s book, Margin of Safety, lays out his investment philosophy and is a "must-have" for any true value investing disciple (although it’s no longer in print and very difficult to find).

    • Seth Klarman's Big Q2 Bets

      By Alpha Stratus:Baupost Group’s Seth Klarman is regarded as one of the best value investors today and boasts an enviable track record. Klarman started at Baupost straight out of Harvard Business School and has been running it for over two decades now. Klarman’s book, Margin of Safety, lays out his investment philosophy and is a "must-have" for any true value investing disciple (although it’s no longer in print and very difficult to find).

    • Seth Klarman's Top Stock Picks

      By Insider Monkey: Seth Klarman started managing the Baupost Group hedge fund in 1982, just after graduating from Harvard Business School. Since then, he has guided the massive hedge fund (11th largest in the world) to outperform the S&P 500 by over 10%. Klarman has used the same strategy for almost 30 years; he buys positions in stocks that he feels are severely undervalued.

    • Reviewing Seth Klarman's Q4 Stock Holdings: Bullish On BP, News Corp

      By Insider Monkey: The Baupost Group is one of the world's largest hedge funds. It is also one of the most private. The man behind the mask is Seth Klarman, who joined Baupost Group in 1982, fresh out of Harvard Business School, and has been managing its hedge fund since. Klarman bases his ideology on a simple tenet to only invest when the asset is undervalued.

    • 5 Big Buys And 2 Big Sells By Seth Clarman

      By Osman Gulseven:Seth Klarman, the author of Margin of Safety, is a graduate of Cornell. He earned his MBA from Harvard Business School. Klarman leads the Baupost Group, a Boston-based private investment partnership. Unlike most legendary investors, Klarman is not hesitant to hold cash. There have been times when cash holdings constitute more than 50% of the portfolio. Since its inception, Baupost Group was able to beat the market with an annual return of 20%.

    • Seth Klarman's Top 10 Holdings: A Brief Analysis

      Osman Gulseven submits: Seth Klarman, the famous author of the $1000 book, "Margin of Safety," is a graduate of Cornell. He earned his MBA from Harvard Business School. Klarman leads the Baupost Group, a Boston-based private investment partnership. Since its inception, Baupos Group was able to beat the market with an annual return of 20%.

    • Baupost's Significant Transactions in the Second Quarter

      By Zvi Bar:Baupost Group's Seth Klarman is well regarded as one of the better value investors. His margin of safety selections rarely change, and he has written and stated that he, like Warren Buffett, believes the ideal length of time to hold a good investment is forever. Nonetheless, he does sometimes sell out of positions.

    • Seth Klarman's Favorite Stock Picks

      By Insider Monkey: The Baupost Group is one of the world’s biggest hedge funds; at $23.4 billion, it is ranked eleventh. It is also one of the most private. The man behind the mask is Seth Klarman, who joined Baupost Group in 1982, fresh out of Harvard Business School, and has been managing its hedge fund since. Klarman bases his ideology on a simple tenet to only invest when the asset is undervalued.

    • Seth Klarman's Baupost Group: New Positions in ADC Telecommunications and Solar Capital

      Market Folly submits:First up in our hedge fund coverage is Seth Klarman's Baupost Group. Klarman received his MBA from Harvard Business School and went to work for Baupost when he was 25. He has been there ever since and has been one of the most successful investors of our time.

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