Baupost 2012 Year End Letter Pdf
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Seth Klarman Baupost Group Letters
Investment Firm | Date Posted |
---|---|
KKR Midyear Macro Report | July 1 |
Oaktree Capital Insights - Real Estate Cycle | July 1 |
Third Point Capital Sony Letter | July 1 |
Third Point Capital Sony Presentation | July 1 |
Askeladden Capital | July 2 |
OSAM - The Earnings Mirage | July 2 |
Stanphyl Capital | July 2 |
Kerrisdale Capital - Tucows Short Thesis | July 3 |
PE Ratio - A Users Manual | July 3 |
Vltava Fund | July 4 |
Absolute Return Partners | July 9 |
Sequoia Fund Investor Day | July 9 |
Sequoia Fund | July 9 |
Merion Road | July 9 |
Tollymore Partners | July 10 |
Ewing Morris | July 12 |
MPE Capital | July 12 |
Spree Capital | July 12 |
Wedgewood Partners | July 14 |
Kerrisdale - CareDx Short Thesis | July 17 |
Longleaf Partners | July 17 |
Massif Capital | July 17 |
Oldfield Partners | July 17 |
Palm Valley | July 17 |
Silver Ring Partners | July 17 |
TGV Rubicon Fund | July 17 |
Upslope Capital | July 17 |
Verdad Capital | July 17 |
Bill Nygren Commentary | July 18 |
Euclidean Capital | July 18 |
Curreen Capital | July 20 |
IVA International Fund | July 20 |
IVA Worldwide Fund | July 20 |
Verdad Europe | July 20 |
Verdad Japan | July 20 |
Third Avenue Value Fund | July 22 |
Whitebrook Capital | July 22 |
Blue Tower Asset Management | July 23 |
East72 | July 23 |
Horizon Kinetics | July 23 |
Miller Deep Value | July 23 |
Miller Income Fund | July 23 |
Miller Opportunity Equity | July 23 |
Saber Capital Management | July 23 |
Turtle Creek | July 23 |
First Eagle | July 24 |
TGV Partners Fund | July 24 |
TGV Truffle Fund | July 24 |
Third Avenue Real Estate | July 24 |
Third Avenue Small Cap | July 24 |
Bluehawk Investors | July 25 |
Crescat Capital | July 25 |
Greenlight Capital | July 25 |
Riverpark Large Growth Fund | July 25 |
Arquitos Capital | July 26 |
Bonhoeffer Fund | July 26 |
Choice Equities | July 26 |
Maran Capital | July 26 |
Alta Fox Capital | July 30 |
Laughing Water Capital | July 30 |
Summers Value Partners | July 30 |
Third Point Capital | July 30 |
Tweedy Browne | July 30 |
Apollo Asia Fund | August 1 |
Artko Capital | August 1 |
FPA Capital Fund | August 1 |
FPA Crescent Fund | August 1 |
Gator Capital | August 1 |
O'Shaughnessy - Mispriced Innovation | August 1 |
RLT Capital | August 1 |
Third Avenue Value Fund | August 1 |
Boyar's Research | August 2 |
Fairholme Funds | August 2 |
VGI Partners | August 2 |
Greenhaven Road Capital | August 7 |
Mittleman Brothers | August 7 |
Muddy Waters - Burford Capital Short | August 7 |
TGV Partners Intrinsic Fund | August 7 |
IAC | August 8 |
Long Cast Advisors | August 8 |
Oaktree Insights - Global Credit Investing | August 8 |
Pzena | August 8 |
Tao Value | August 8 |
Lightsail Capital | August 11 |
RV Capital | August 11 |
Elliot Advisors on Scout24 | August 12 |
Goehring & Rozencwajg | August 12 |
Saga Partners | August 12 |
Coho Capital | August 14 |
Hayden Capital | August 14 |
GE Short Report | August 20 |
Greenwood Investors | August 20 |
Pershing Square Capital | August 20 |
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Baupost Group's Seth Klarman is worried about what the election of President Donald Trump means for global markets.In a private letter to investors dated January 20, reviewed by Business Insider, he starts with three quotes:'In matters of style, swim with the current; in matters of principle, stand like a rock.' — Thomas Jefferson'The world, that understandable and lawful world, was slipping away.' — William Golding, 'Lord of the Flies'Do I really look like a guy with a plan? You know what I am? I'm a dog chasing cars. I wouldn't know what to do with one if I caught it. You know, I just ... do things.' — The Joker, 'The Dark Knight'The rest of the letter serves as an explanation for the inclusion of those three quotes. Klarman runs through his thoughts on Trump, volatility, and the stock market. You can read more about the letter at The New York Times.Baupost, the Boston-based hedge fund firm, managed $29.2 billion as of mid-2016, according to the Hedge Fund Intelligence Billion Dollar Club ranking. A spokeswoman for Baupost didn't immediately respond to a request for comment.