http://damox.com/seth-klarman Learn the secrets behind the mysterious hedge fund manager Sun, 13 Apr 2008 19:48:27 +0000 http://backend.userland.com/rss092 en Stock markets, by nature, are supposed to be efficient. Investors have enough information about a company to generally predict the future earnings for the next 3 months to withing a couple percentage points. They can factor in such variables as interest rates and utility prices and come up with what ... http://damox.com/seth-klarman/2008/04/13/identifying-inefficiencies-the-key-to-successful-investing/ I don't have backup sources to confirm this, but I've got some information indicating Seth Klarman's Baupost Group investment firm has purchased Jalama and Cojo Ranches for around $135 million. The 24,000 acres have been used extensively by Hollywood producers for various movie settings. The property includes several miles of ... http://damox.com/seth-klarman/2007/01/18/klarmans-next-target-prime-california-real-estate/ Quanta Capita Holdings is a reinsurance company that lost a lot of money from Hurrican Katrina and the flooding of New Orleans. It is now in run-off mode, which means it is not writing new policies and is in the process of fulfilling current debts. Preferred shares of Quanta (QNTAP) ... http://damox.com/seth-klarman/2006/10/22/a-look-at-seth-klarmans-position-on-quanta-capital-holdings/ Over the next few weeks, I'm going to be taking a look at the holdings of some of my favorite investors. The stock that caught my eye this week was Walter Industries, ticker symbol WLT, which has been punishing Seth Klarman's portfolio. Walter Industries does a variety of things, including ... http://damox.com/seth-klarman/2006/10/15/a-seth-klarman-stock-pick-walter-industries-inc-wlt/ I found this great article about Seth Klarman, and the methods he uses to find winners for his Baupost Group hedge fund, which has averaged 20% returns for 24 years. One key to take away from Klarman's tips is the value of information. Part of his job is understanding things ... http://damox.com/seth-klarman/2006/10/05/free-advice-from-seth-klarman/ Many people in the investment world first heard about Seth Klarman when his book started soaring in price. The book, titled "Margin of Safety," was published in the early 1990's and has long since gone out of print. You can find used copies of it on eBay for $500 - ... http://damox.com/seth-klarman/2006/09/16/who-is-this-seth-klarman/