mhdousa Posted January 27, 2018 Share Posted January 27, 2018 He discusses "disruptive change" in the tech sector and while he feels traditional value (e.g. companies like Macy's that are being "attacked by Amazon") will never "let you down", he's convinced that "the new firms that are seeking to displace the older incumbents" won't "give you up" though "many of these companies seem very fully valued." Baupost Q4 2017 Letter -M Link to comment Share on other sites More sharing options...
augustabound Posted January 27, 2018 Share Posted January 27, 2018 Now I see why everyone wants to read his letter so much. That was fantastic. ;D Link to comment Share on other sites More sharing options...
writser Posted January 27, 2018 Share Posted January 27, 2018 Thanks a lot. Seems like Baupost is on a roll lately. Link to comment Share on other sites More sharing options...
CorpRaider Posted January 27, 2018 Share Posted January 27, 2018 Best thing I've read since 1994. Link to comment Share on other sites More sharing options...
vinod1 Posted January 27, 2018 Share Posted January 27, 2018 The link goes to YouTube song. Can you please repost the link. Or am I missing on the joke. Thanks Vinod Link to comment Share on other sites More sharing options...
augustabound Posted January 27, 2018 Share Posted January 27, 2018 The link goes to YouTube song. Can you please repost the link. Or am I missing on the joke. Thanks Vinod You've missed the joke. Link to comment Share on other sites More sharing options...
AzCactus Posted January 27, 2018 Share Posted January 27, 2018 MH was bored and apparently had little to do on Friday night. Link to comment Share on other sites More sharing options...
KJP Posted January 27, 2018 Share Posted January 27, 2018 The link goes to YouTube song. Can you please repost the link. Or am I missing on the joke. Thanks Vinod You've missed the joke. https://en.wikipedia.org/wiki/Rickrolling Link to comment Share on other sites More sharing options...
EricSchleien Posted January 28, 2018 Share Posted January 28, 2018 That was incredible. Link to comment Share on other sites More sharing options...
mhdousa Posted January 28, 2018 Author Share Posted January 28, 2018 MH was bored and apparently had little to do on Friday night. Close. I was drinking on a Friday night and for some reason decided to check two of my favorite value investing message boards (the other being the subreddit "Security Analysis") before going to bed. Both of them had lots of people asking for the Baupost q4 letter. So I decided to have some fun... I had forgotten I had done that until I woke up to a few PMs asking for the letter. Very happy at least a few people appreciated it. Link to comment Share on other sites More sharing options...
nkp007 Posted January 28, 2018 Share Posted January 28, 2018 Amazing letter. I really like the part where Klarman mentions he will never give up on a position or let his investors down. A+ dude. Link to comment Share on other sites More sharing options...
vinod1 Posted January 29, 2018 Share Posted January 29, 2018 You guys had me hook, line and sinker. I was at a science event for my son when I read this thread. Not wanting to read the letter just standing, I searched and chose a comfy spot to read, and when the link too me to YouTube, I turned on cellular which I turned off for YouTube and vola, the song comes. Determined I try it a couple of more times. Vinod Link to comment Share on other sites More sharing options...
Mephistopheles Posted January 29, 2018 Share Posted January 29, 2018 Can anyone PM it to me? Thanks Link to comment Share on other sites More sharing options...
Broeb22 Posted January 29, 2018 Share Posted January 29, 2018 Can anyone PM it to me? Thanks +1 Link to comment Share on other sites More sharing options...
AzCactus Posted January 29, 2018 Share Posted January 29, 2018 +2 Link to comment Share on other sites More sharing options...
sjh Posted January 29, 2018 Share Posted January 29, 2018 +4 Link to comment Share on other sites More sharing options...
augustabound Posted January 29, 2018 Share Posted January 29, 2018 Wow, did the joke go over that many heads? :o Link to comment Share on other sites More sharing options...
AzCactus Posted January 29, 2018 Share Posted January 29, 2018 Wow, did the joke go over that many heads? :o It didn't go over our heads lol....We still want the letter independent of it not being posted. We understood the silly video too. Link to comment Share on other sites More sharing options...
mhdousa Posted January 30, 2018 Author Share Posted January 30, 2018 Can anyone PM it to me? Thanks +1 Yeah, me too please. Link to comment Share on other sites More sharing options...
wescobrk Posted January 30, 2018 Share Posted January 30, 2018 me as well, thanks! Link to comment Share on other sites More sharing options...
Snorky Posted March 27, 2018 Share Posted March 27, 2018 Is here anyone who get the letter and would PM it to me ? Link to comment Share on other sites More sharing options...
stahleyp Posted January 25, 2020 Share Posted January 25, 2020 Anyone here have the 2020 letter? I've seen bits and pieces but the full letter is rather elusive this year. Link to comment Share on other sites More sharing options...
DanielGMask Posted January 26, 2020 Share Posted January 26, 2020 Anyone here have the 2020 letter? I've seen bits and pieces but the full letter is rather elusive this year. Attached!Baupost_2019_Letter.pdf Link to comment Share on other sites More sharing options...
stahleyp Posted January 26, 2020 Share Posted January 26, 2020 You're the man, Daniel! Thanks! Link to comment Share on other sites More sharing options...
VersaillesinNY Posted January 27, 2020 Share Posted January 27, 2020 Many thanks! Link to comment Share on other sites More sharing options...
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