jacobwolinsky Posted December 27, 2011 Share Posted December 27, 2011 Dont mean to self promote but thought u guys would like this http://www.valuewalk.com/2011/12/exclusive-seth-klarmans-secret-holdings/ Link to comment Share on other sites More sharing options...
Guest misterstockwell Posted December 27, 2011 Share Posted December 27, 2011 Are many of those "B"'s supposed to be "M"'s? Link to comment Share on other sites More sharing options...
Guest misterstockwell Posted December 27, 2011 Share Posted December 27, 2011 Also, you mention "disinvestments"--for example, you say 20% decrease in ViaSat. Well, they actually increased the number of shares held, but the value went down. That's a significant difference. You need to check share counts, not values. Link to comment Share on other sites More sharing options...
jacobwolinsky Posted December 27, 2011 Author Share Posted December 27, 2011 My bad, someone who helped write it (Booth MBA!) made the millions/billions mistakes. I amended them as some1 already pointed them out. Thank you though. Ill check on VSAT as well know. Link to comment Share on other sites More sharing options...
sswan11 Posted December 28, 2011 Share Posted December 28, 2011 The HP buy is interesting: new positions in three additional companies: Hewlett-Packard ($464m), Genworth Financial ($57m), and NovaGold Resources ($32m). Link to comment Share on other sites More sharing options...
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