DISQUS

RandomFundamentalist · 9 months ago

Hey, if you guys are looking for more investors to follow, I would be interested to get a peek into Eric Hovde's investment portfolio. Here's a video of him talking.. http://paul.kedrosky.com/archives/2009/03/eric_...
marketfolly · 9 months ago

cool thanks for the suggestion. yea, always looking for others to follow. only problem is not having enough time to cover them all haha. thanks
Jae Jun · 9 months ago

For Klarman to have a 12% position in News Corp means that he believes in it BIG time. Very interesting to see how it turns out.
marketfolly · 9 months ago

will be interesting to see for sure. i personally don't see it as all that attractive. but, then again, klarman is waaay smarter than me haha