Gray Television's positive outlook appears to be factored into its current share price. However, considering its expected profit growth and strong balance sheet, it may be worth capitalizing on the next price drop.
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: $スカイワークス・ソリューションズ(SWKS.US)$and$ジャズ・ファーマシューティカルズ(JAZZ.US)$ Stake Disposals: $メタ・プラットフォームズ(META.US)$ ...
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Tracking Seth Klarman's Baupost Group Holdings - Q1 2023 Update
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:
$スカイワークス・ソリューションズ(SWKS.US)$ and $ジャズ・ファーマシューティカルズ(JAZZ.US)$
Stake Disposals:
$メタ・プラットフォームズ(META.US)$
...
@Alvinnnnnnn89 this is good?
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