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Strategies & Market Trends
Graham/Klarman Value Investing
An SI Board Since November 2012
Posts SubjectMarks Bans
27 17 0
Emcee:  paulelgin Type:  Moderated
Introduction Compact
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27Tracking Seth Klarman's Baupost Group Holdings seekingalpha.comPaul Senior-8/12/2017
26It's been an interesting year to say the least... My portfolio currently: paulelgin-12/15/2016
25CACC. I'm reentering with small adds to my small position as the stock fallPaul Senior-10/19/2016
24Current portfolio: KERX - 1.52% FSLR - 1.23% Cash & equivalents - 97.25% Ipaulelgin-8/15/2016
23Current Portfolio Composition: ABBV - 0.89% KERX - 0.79% RDS/B - 0.75% WMT - 0.paulelgin-11/18/2015
22 ALLY FINL INC 3.66% ANTERO RESOURCES CORP 2.06% ARDELYX INC 0.10% CHENIERE paulelgin-9/15/2015
21Herb Wagner's Finepoint Capital added three new positions during Q1, bringinpaulelgin-5/15/2015
20I've been waiting nearly a year to see what equities Baupost-alum Herb Wagnepaulelgin-2/17/2015
19he may buy a $1 stock that he believes has a 50% chance of rising to $5 and a 50Jurgis Bekepuris-8/18/2014
18I wondered the same thing for a long time - where the heck is the margin of safepaulelgin-8/18/2014
17Agreed, I don't understand the buys and margin of safety of money losing semJurgis Bekepuris-8/16/2014
16Klarman buys apparently: EBAY SEMI KOS KERX TQNT THRX, PBF, VSAT, LNG, RFMD FoPaul Senior-8/15/2014
15cnbc.com "Klarman warns of impending asset price bubble"Paul Senior-3/11/2014
14New Klarman buys from Q2 2013: IMOS, KGC, PVG, AUY - gold/resources companies, apaulelgin-8/14/2013
13APOL - Apollo Group Much has been written about the fate of for-profit educatorpaulelgin-7/12/2013
12I agree - TCK has the balance sheet strength, and diverse product mix, to weathepaulelgin17/9/2013
11TCK saw this alert this afternoon..see link for full info. "Base metal stotsigprofit-7/8/2013
10TCK - looks good, picked up some this morning, thanks. A recent article on TCK tsigprofit-7/8/2013
9TCK - Teck Resources Limited Teck - a Canadian mining, mineral processing, and paulelgin17/8/2013
8stockspinoffs.compaulelgin-6/14/2013
7zerohedge.compaulelgin-6/14/2013
6futureblind.compaulelgin-6/14/2013
5Klarman changes discussed: beta.fool.comPaul Senior15/25/2013
4Gold Miners: I feel that many gold miners offer value as presently priced. Barrpaulelgin-2/26/2013
3Oceanstone Fund, managed by James J. Wang, filed its semi-annual report with thepaulelgin12/25/2013
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