I hope you enjoy Klarman's presentation as much as I did. It's is a bit long but worth the time.
Like Greenwald says in the beginning, the founder of Baupost Group needs no introduction. Klarman's remarks begin around the five minute mark. If you aren't familiar, he also wrote this book (link).
As usual, my notes are below. You may find Baupost Group 13F here, but it represents only a fraction of total firm AUM.
This is the personal blog of Emory Redd.
This blog is not investment advice. This is not a solicitation to invest. Don't take candy from strangers.
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