omagh Posted February 13, 2010 Share Posted February 13, 2010 Baupost is finding undervaluations in distressed financials and media companies http://www.sec.gov/Archives/edgar/data/1061768/000114036110006076/form13fhr.txt -O Link to comment Share on other sites More sharing options...
beerbaron Posted February 14, 2010 Share Posted February 14, 2010 Anybody compiled what's changed? BeerBaron Link to comment Share on other sites More sharing options...
omagh Posted February 14, 2010 Author Share Posted February 14, 2010 http://www.gurufocus.com/news.php?id=84522 Anybody compiled what's changed? BeerBaron Link to comment Share on other sites More sharing options...
SmallCap Posted February 15, 2010 Share Posted February 15, 2010 This blogger always gives an assessment of the changes in holdings. http://enlightened-american.com/2010/02/15/seth-klarman-meryl-witmer-q4-2009-hedge-fund-moves SmallCap Link to comment Share on other sites More sharing options...
dcollon Posted February 16, 2010 Share Posted February 16, 2010 Does anyone know the story with ENZN? Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now