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  • pepper999 2012-08-17 09:39
    ABAKRE: Hi VIVHY turned out to be an excellent buy and has done very well so far. What's your price target for it?
    I would hold for at least another 10-20%.  I think its at levels less or about what Seth Klarman had paid.  A 9x p/e for this year would be about where I would sell it at.  It is primarily a telecom company so it shouldn't sell for a whole lot more.
  • pepper999 2012-05-14 10:15
    ABAKRE: Josh: I don't see Seth Klarman buying Vivendi in this latest 13f filing...where are you getting this information from.  Pls provide link. Thnx.
    It doesn't show up in the 13F because its a foreign holding. See Vivendi annual report and search "baupost"

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