Graham/Klarman Value Investing Message Board

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Strategies & Market Trends : Graham/Klarman Value Investing

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To: paulelgin who wrote (23)	8/15/2016 3:55:13 PM
From: paulelgin	of 27

Current portfolio: KERX - 1.52% FSLR - 1.23% Cash & equivalents - 97.25% If anyone is looking for a good read, take a look at Eric Cinnamond's Absolue Return Investing blog: ericcinnamond.com Cinnamond's cautious positioning is very similar to mine. Looked at Mike Burry's Scion 13-F; he's sold out of practically everything; Herb Wagner's Finepoint is also light on equities (and we've all read the headlines from Bill Gross and Jeffrey Gundlach, and Icahn, and Druckenmiller, and Soros). When does the great decline come? We're patiently waiting.

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