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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (39955)11/17/2010 9:24:35 PM
From: Paul Senior  Read Replies (1) | Respond to of 78659
 
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



To: Paul Senior who wrote (39955)11/22/2010 10:57:00 AM
From: Paul Senior  Read Replies (1) | Respond to of 78659
 
Upped my ENZN position today. In addition to Klarman being in, Icahn is there too, and apparently he's recently added to his holdings:

"Icahn Associates increased its position to 4,985,163 shares (8.34%) by buying 668,288 shares from Nov. 10 to Nov. 15 at $10.73 to $10.81 each."

finance.yahoo.com