103353263 :
I think not Warren buying this,maybe it's his assistant who operate this.It doesn't look like the investing style of Warren The probability is arbitrage operation,because this company is going to merge.They just want to liquidate their money because Berkshire holding a lot of cash ,in about billions.
Seth Klarman’s 13F portfolio value decreased from $6.13B to $5.85B this quarter. Baupost Group increased Alphabet and Fidelity National Information Services while dropping Meta Platforms, Micron Technology, and Amazon.com. The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio. New Stakes: $思佳讯(SWKS.US)$and$爵士制药(JAZZ.US)$ Stake Disposals: $Meta Platforms(META.US)$ ...
Upgrades •$德希尼布FMC(FTI.US)$: Societe Generale Upgrades to uy from Hold - PT $10 •$Lululemon Athletica(LULU.US)$: Truist Securities Upgrades to Buy from Hold - PT $495 (from $390) •$NorthWestern(NWE.US)$: Barclays Upgrades to Equal Weight From Underweight - PT $62 (from $57) •$波特兰通用电气(POR.US)$: Barclays Upgrades to EqualWeight From Underweight - PT $57 (from $53) •$普尔斯玛特(PSMT.US)$: Scotiabank Upgrades to Sector Outperform Fro...
103353263 : I think not Warren buying this,maybe it's his assistant who operate this.It doesn't look like the investing style of Warren The probability is arbitrage operation,because this company is going to merge.They just want to liquidate their money because Berkshire holding a lot of cash ,in about billions.