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Strategies & Market Trends : Graham/Klarman Value Investing
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To: Paul Senior who wrote (16)8/16/2014 5:45:21 PM
From: Jurgis Bekepuris  Read Replies (1) of 27
 
Agreed, I don't understand the buys and margin of safety of money losing semicon companies. I don't understand his biotech investments either. Perhaps he has biotech and semi experts who tell him which companies have great prospects. But some of these like TQNT and RFMD have been around forever and gone nowhere. Did he buy before the recent spike?
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