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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (39955)11/17/2010 9:24:35 PM
From: Paul Senior  Read Replies (1) of 78652
 
Another list of what S. Klarman has bought. Always amazes and befuddles me. There seems be no logic or consistency to what he buys, as far as I can tell. I can maybe see his ENZM (I bought) and have BBEP too, the others though -- short public history, high d/e, lousy earnings --whatever -- too tough for me.

finance.yahoo.com
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