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


To: Jurgis Bekepuris who wrote (43253)7/10/2011 2:43:32 PM
From: Difco  Read Replies (1) | Respond to of 78652
 
Jurgis,

What was the discussion on Klarman's picks? I read awhile ago he was buying long-term puts, but I'm not that familiar with his value picks- I have only read the "Margin of Safety", but that's 20 years old.

Thanks.



To: Jurgis Bekepuris who wrote (43253)7/10/2011 3:06:10 PM
From: armi  Read Replies (2) | Respond to of 78652
 
Wasn't Burry buying stocks in the Graham mold 10 years ago? I wasn't around back then...