Smart Money, Part II: Seth Klarman (Baupost Group)
Stock Ideas: Opportunity in HD Supply (HDS) & Concerns with Healthcare REITs (VTR, HCA)
The easiest way to find unique, intelligent stock ideas is to follow the money. The big (and smart) money, that is. Every firm that manages over $100 million has to disclose what they own via 13-F filings. In this series, I’m examining the recent purchases of a few large investors who have demonstrated a long track record of beating the market.