Seth Klarman's Latest Stock Moves: Amazon and More

1 min read
Source: MarketWatch
Seth Klarman's Latest Stock Moves: Amazon and More
Photo: MarketWatch
TL;DR Summary

Legendary investor Seth Klarman, CEO of Baupost Group, has re-entered the stock market with new positions in Amazon, Dollar General, Union Pacific, and CRH. Klarman reflects on his investing mistakes and emphasizes that stocks never owe investors anything. Despite selling Amazon in the first quarter, Klarman bought back shares in the second quarter, benefiting from the company's cost-efficiency drive and profitability. Dollar General, Union Pacific, and CRH are also part of Klarman's new portfolio, with each stock facing unique challenges and opportunities.

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