Author Topic: Baupost Q4 2017 letter  (Read 17413 times)

Snorky

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Re: Baupost Q4 2017 letter
« Reply #20 on: March 27, 2018, 12:52:38 AM »
Is here anyone who get the letter and would PM it to me ?


stahleyp

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Re: Baupost Q4 2017 letter
« Reply #21 on: January 24, 2020, 07:30:18 PM »
Anyone here have the 2020 letter? I've seen bits and pieces but the full letter is rather elusive this year.
Paul

DanielGMask

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Re: Baupost Q4 2017 letter
« Reply #22 on: January 25, 2020, 09:16:42 PM »
Anyone here have the 2020 letter? I've seen bits and pieces but the full letter is rather elusive this year.

Attached!
You should follow me on twitter @ManSalceda

stahleyp

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Re: Baupost Q4 2017 letter
« Reply #23 on: January 26, 2020, 03:21:53 AM »
You're the man, Daniel! Thanks!
Paul

VersaillesinNY

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Re: Baupost Q4 2017 letter
« Reply #24 on: January 27, 2020, 03:36:47 AM »
Many thanks!

undervalued

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Re: Baupost Q4 2017 letter
« Reply #25 on: January 28, 2020, 09:44:04 AM »
Is it just me or he implicitly mention about Liberty Global in his letter?
Don't gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don't go up, don't buy it. - Will Rogers

rogermunibond

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Re: Baupost Q4 2017 letter
« Reply #26 on: January 28, 2020, 11:06:17 AM »
Has Klarman just given up on trying to restrict access to his letter?

Or maybe this one is a fake. :)

Did find it interesting he mentioned Steinhoff International debt.
« Last Edit: January 28, 2020, 11:13:17 AM by rogermunibond »

CorpRaider

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Re: Baupost Q4 2017 letter
« Reply #27 on: January 28, 2020, 06:06:03 PM »
Wow, does he always write so much about macro, market and political commentary stuff? 

RadMan24

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Re: Baupost Q4 2017 letter
« Reply #28 on: January 29, 2020, 06:59:47 PM »
Wow, does he always write so much about macro, market and political commentary stuff?

In the past he has. It's safe to say he hasn't been a huge fan of Trump, nor what Mitch has done in Senate appointing endless Judicial vacancies with conservative justices.

nickenumbers

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Re: Baupost Q4 2017 letter
« Reply #29 on: January 30, 2020, 08:24:21 AM »
Anyone here have the 2020 letter? I've seen bits and pieces but the full letter is rather elusive this year.

Attached!

I salute you, Daniel! :-*
The fastest Cheetah still waits for the lame baby antelope.  ..patience..