Baupost documents

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Portfolio Manager's Review: The Magic Formula Issue, by The Manual of Ideas

From the November 2008 issue of Portfolio Manager's Review: deas are the lifeblood of the investment business. To be sure, many investors have failed despite good ideas, but few have succeeded w...
  • The Manual of Ideas published this 06 / 10 / 2009
  • 1,239 reads
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8 p.
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Enlightened Investor Digest 051226F Strategies of Warren Buffett, Charlie Munger, John Templeton, Pe

warraen buffet
  • api_user_11797_niranjan published this 10 / 16 / 2008
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17 p.
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Portfolio Manager's Review -- The Superinvestor Issue, May 28, 2009, by The Manual of Ideas

Publication date: May 28, 2009. Portfolio Manager's Review sets a new standard in idea generation for serious investors — It is the next best thing to having a direct view into the idea generat...
  • The Manual of Ideas published this 05 / 28 / 2009
  • 941 reads
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58 p.
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KLARMANbaupostfundletters

THE BAUPOST GROUP, INC. 44 BRATTLE STREET P.O. BOX 389125 CAMBRIDGE, MASSACHUSETTS 02238-9125 (617) 497-6680 FAX: (617) 876-0930 December 8, 1995 Dear Baupost Fund Shareholder, We are pleased to ...
  • isabellucas published this 06 / 02 / 2009
  • 444 reads
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2 p.
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Pershing Q1

<DOCUMENT> <TYPE>13F-HR <SEQUENCE>1 <FILENAME>pers1q09. txt <DESCRIPTION>FORM 13F HOLDINGS REPORT <TEXT> UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COV...
  • valueplays475 published this 05 / 15 / 2009
  • 306 reads
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3 p.
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Dear AIG, I Quit!!

This sums it up prefectly
  • valueplays475 published this 03 / 25 / 2009
  • 353 reads
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28 p.
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2008 Jamie Dimon Letter to JP MorganShareholder

Pay attention to what he says about regulation
  • valueplays475 published this 04 / 02 / 2009
  • 6,145 reads
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56 p.
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Commercial Real Estate Outlook 2009

Dire...
  • valueplays475 published this 03 / 27 / 2009
  • 9,073 reads
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71 p.
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Pershing Square 2008 Annual Report

This is good stuff
  • valueplays475 published this 02 / 05 / 2009
  • 4,107 reads
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8 p.
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TIFF Interview Seth Klarman

COMMENTARY A Report of TIFF EDUCATION FOUNDATION 2009 Edition 2 boArd MeMbers TAS HigHligHts Third of Five. On July 22, 2008, the TIFF Education Foundation (TEF) hosted in Cambridge...
  • fwallstreet published this 05 / 21 / 2009
  • 349 reads
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52 p.
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Fed Beige Book t 2009-4-15

not good
  • valueplays475 published this 04 / 15 / 2009
  • 196 reads
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5 p.
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What is The Baupost Group?

The Baupost Group is a Boston based private investment partnership founded by Seth Klarman. Klarman authored Margin of Safety, Risk Averse Investing Strategies for the Thoughtful Investor, which s...
  • luckyjoey published this 02 / 12 / 2009
  • 10,804 reads
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4 p.
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Klarman2005

Excerpts from Baupost Limited Partnerships 2005 Year-End Letter January 26, 2006 Reprinted with permission. Today’s Market Environment: The Bad News About Value Investing Here is the bad news abou...
  • api_user_11797_vsp456 published this 10 / 14 / 2008
  • 245 reads
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75 p.
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t2letter08

T2 PARTNERS LLC Whitney R. Tilson and Glenn H. Tongue Managing Partners phone: 212 386 7160 fax: 240 368 0299 www.T2PartnersLLC.com January 8, 2009 Dear Partner, We hope you had wonderful holidays...
  • bert_fresno2454 published this 06 / 10 / 2009
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3 p.
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Klarman6.18.90

A Bottom Fisher Reveals His Catch
  • Boost944 published this 04 / 18 / 2009
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58 p.
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Baupost Fund Letters

THE BAUPOST GROUP, INC. 44 BRATTLE STREET P.O. BOX 389125 CAMBRIDGE, MASSACHUSETTS 02238-9125 (617) 497-6680 FAX: (617) 876-0930 December 8, 1995 Dear Baupost Fund Shareholder, We are pleased to ...
  • valueplays475 published this 04 / 23 / 2009
  • 5,737 reads
  • 3 comments
2 p.
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Facet Biotech

Seth Klarman's Investment in Facet Biotech (FACT)
  • ZPoly published this 06 / 06 / 2009
  • 419 reads
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36 p.
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2008ar

This is great
  • valueplays475 published this 01 / 30 / 2009
  • 1,120 reads
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17 p.
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15904921 Portfolio Managers Review the Super Investor Issue May 28 2009 by the Manual of Ideas

PORTFOLIO MANAGER’S REVIEW A Monthly Publication of BeyondProxy LLC  www.manualofideas.com  May 28, 2009 Edited by the Research Team of When asked how he became so successful, Buffett answered:...
  • dshen1 published this 06 / 01 / 2009
  • 218 reads
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3 p.
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Berkshire Hathaway 1971 Shareholder Letter

1971
  • valueplays475 published this 02 / 16 / 2009
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