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Seth Klarman Is Top-Performing Guru for First Half 2014

July 05, 2014 | About:

Comments

kfh227
Kfh227 premium member - 6 months ago

Wow, I saw IDEX but from my 15 minutes of reserach couldn't figure out why. I guess I should have spent more time researching it.

Might be a good time to blindly buy what Klarman buys.

rgarga
Rgarga - 6 months ago

Yeah but would love to know what his returns have been over the five years in aggregate. Picks did not seem to have done well per my review before this quarter but would like to see. Thank you.

mocheng
Mocheng premium member - 6 months ago

Klarman made a killing with Idenix, from all the data I researched, this is a high risk stock. Seems like he is very confident that this company will be bought out eventually at a high price.

Bradlewski
Bradlewski premium member - 6 months ago

Idix in my mind was not a high risk. The moat was grossly undervalued. I bought in at $3.5 sold 50% of my position at $7 then, loaded up again when it dipped below $5.

And NO, I did not expect it to go to $24.5. I put it at $15 in 2yrs or less. Was even planning on submitting a GURU article for the contest. Then, I went on vacation and read the headlines. Looks like another year of capital gains. Hate it when that happens

AshishGupta
AshishGupta premium member - 6 months ago

LUCK.

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