jacobwolinsky Posted October 31, 2011 Share Posted October 31, 2011 Enjoy! http://www.valuewalk.com/shareholder-letters-2/seth-klarmans-2010-shareholder-letter/ Link to comment Share on other sites More sharing options...
Liberty Posted October 31, 2011 Share Posted October 31, 2011 Thanks so much! Link to comment Share on other sites More sharing options...
stahleyp Posted October 31, 2011 Share Posted October 31, 2011 <3 Link to comment Share on other sites More sharing options...
AZ_Value Posted October 31, 2011 Share Posted October 31, 2011 :D won't go as far as Paul in proclaiming my love but thanks a lot Jacob. This is awesome. Link to comment Share on other sites More sharing options...
stahleyp Posted October 31, 2011 Share Posted October 31, 2011 :D won't go as far as Paul in proclaiming my love but thanks a lot Jacob. This is awesome. hahaha. what can I say? Klarman is my boy. ;) Link to comment Share on other sites More sharing options...
rijk Posted October 31, 2011 Share Posted October 31, 2011 great!!! thanks for sharing.... regards rijk Link to comment Share on other sites More sharing options...
jacobwolinsky Posted October 31, 2011 Author Share Posted October 31, 2011 Thanks for all the compliments, will be posting a lot more tomm. Link to comment Share on other sites More sharing options...
jacobwolinsky Posted November 1, 2011 Author Share Posted November 1, 2011 Part II http://www.valuewalk.com/shareholder-letters-2/seth-klarmans-2010-shareholder-letter-2/ Link to comment Share on other sites More sharing options...
jacobwolinsky Posted November 1, 2011 Author Share Posted November 1, 2011 You can all thank the person who posted w/o my permission Klarman’s S/Ls under my name on a big site, which alerted Baupost’s CCO to my site. I will no longer be able to publish anything from Baupost Group in the future. Link to comment Share on other sites More sharing options...
biaggio Posted November 1, 2011 Share Posted November 1, 2011 Sorry to hear that Jacob. Was there anything in those letters that are so top secret? I can t imagine there is anything there that we have not heard here before. He should be flattered to have them posted. It is not like he had the recipe for Coca Cola. Link to comment Share on other sites More sharing options...
eclecticvalue Posted November 1, 2011 Share Posted November 1, 2011 This is why we can't have nice things!!! I wonder which big site was this posted on? Link to comment Share on other sites More sharing options...
jacobwolinsky Posted November 1, 2011 Author Share Posted November 1, 2011 I will be a gentleman and not name the site, but if you want to, you can figure it out pretty quickly. This is the second time they did this.... No they are nice, just Baupost in general is super secretive. It was all macro no stock analysis. You can still see some stuff they never asked me to remove-http://www.valuewalk.com/value-investing-reports/walk-exclusive-seth-klarman-q211-shareholder-letter/, http://www.valuewalk.com/value-investing-reports/notes-seth-klarmans-2009-shareholder-meeting/. I suggest you copy these ASAP. Link to comment Share on other sites More sharing options...
stahleyp Posted November 2, 2011 Share Posted November 2, 2011 Jacob, I sent you a message. I know sometimes it can be kinda tricky to tell when you get one, so just giving you a head's up. Link to comment Share on other sites More sharing options...
saumil Posted November 2, 2011 Share Posted November 2, 2011 Hi Jacob, Is it possible to post 'Part 2' in this forum? Its a private forum so it wont matter much. Thanks!! I will be a gentleman and not name the site, but if you want to, you can figure it out pretty quickly. This is the second time they did this.... No they are nice, just Baupost in general is super secretive. It was all macro no stock analysis. You can still see some stuff they never asked me to remove-http://www.valuewalk.com/value-investing-reports/walk-exclusive-seth-klarman-q211-shareholder-letter/, http://www.valuewalk.com/value-investing-reports/notes-seth-klarmans-2009-shareholder-meeting/. I suggest you copy these ASAP. Link to comment Share on other sites More sharing options...
jacobwolinsky Posted November 2, 2011 Author Share Posted November 2, 2011 Hi Jacob, Is it possible to post 'Part 2' in this forum? Its a private forum so it wont matter much. Thanks!! Quote from: jacobwolinsky on November 01, 2011, 03:33:03 PM I will be a gentleman and not name the site, but if you want to, you can figure it out pretty quickly. This is the second time they did this.... No they are nice, just Baupost in general is super secretive. It was all macro no stock analysis. You can still see some stuff they never asked me to remove-http://www.valuewalk.com/value-investing-reports/walk-exclusive-seth-klarman-q211-shareholder-letter/, http://www.valuewalk.com/value-investing-reports/notes-seth-klarmans-2009-shareholder-meeting/. I suggest you copy these ASAP. I cant Baupost was very nice but very clear that they do not want anything further posted. I do not want to get on their bad side. I would love to post if I could trust me. If anyone else has it they can feel free to due it at their own risk. Link to comment Share on other sites More sharing options...
augustabound Posted November 2, 2011 Share Posted November 2, 2011 This is just me, but if Baupost is that secretive about their info and asked you to stop, then it wouldn't be a good idea to post it here either. Parsad does a great job at keeping this forum running smoothly and we can't jeopardize that. Link to comment Share on other sites More sharing options...
saumil Posted November 2, 2011 Share Posted November 2, 2011 Totatally agree on this. This is just me, but if Baupost is that secretive about their info and asked you to stop, then it wouldn't be a good idea to post it here either. Parsad does a great job at keeping this forum running smoothly and we can't jeopardize that. Link to comment Share on other sites More sharing options...
jacobwolinsky Posted November 3, 2011 Author Share Posted November 3, 2011 Thanks for the understanding. Link to comment Share on other sites More sharing options...
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