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Billionaire Seth Klarman's Top Five Positions Revisited

2015-10-13 23:20:39| Semiconductors - Topix.net

Billionaire Seth Klarman is a legend among value investors. His fund, Baupost Group , has achieved average annual returns of 17% a year for over 30 years, nearly double the returns of the S&P 500.

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Mojo Friday - Holy Sh*t - Revisited - Edition

2015-07-31 20:55:47| IT Services - Topix.net

There was nothing earth shattering in the diary, it was mostly a short commentary on the comments by the pundit class trying to call a win for Palin over Biden when most of the instant polls clearly showed otherwise. . I bring this up to point out a few things about Markos' diary.

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CarMax Revisited: Shares May Still Be Too Expensive

2015-06-22 14:20:37| Auto Dealers - Topix.net

In my previous work on CarMax, I claimed that the company is great but that shares may be overvalued relative to its peers. While the company posted attractive growth, used vehicle data is a concern and shares of the business still appear pricey after falling, which leads me to leave my thesis unchanged.

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VIDEO: America's shale revolution revisited

2014-11-06 09:20:53| BBC News | Business | UK Edition

A drop in global demand, and increased American production have seen a recent weakness in oil prices, but what does a lower oil price mean for US producers?

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Quick tip: Witches revisited

2014-09-21 01:46:24| Biotech - Topix.net

The witches of Salem are a big deal in San Diego this month: As La Jolla Playhouse's "Kingdom City" continues, Moxie opens "Discourse," a kind of sequel to the Salem saga. The Liz Duffy Adams play, directed by Moxie co-founder and artistic chief Delicia Turner Sonnenberg, opens the company's 10th-anniversary season.

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