Baupost Group’s Portfolio & 10 Largest Public Equity Investments
Baupost’s public-equity portfolio is not heavily diversified. Instead, its holdings are concentrated, featuring high-conviction ideas. The portfolio numbers only 31 equities, the 10 most significant...
Gold broke down this morning below $1800, losing its modest gains for the year (but still outperforming bonds, stocks, and crypto YTD). This move comes amid geopolitical chaos, monetary policy uncertainty (rate-cut expectations...
