The TRIP of the Year

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Given it’s late summer and Europe is about to clock out for a month, it’s fitting in more than a few ways that our favorite position at this moment is TripAdvisor (TRIP). It’s also our newest. So come and learn about our latest investment by taking a quick trip to Paris with us.

Microcaps Will Help You Get A First Mover Advantage

Lloyd Blankfein “Advice To Our Summer Interns”

All You Need Is… Time

Get The Full Seth Klarman Series in PDF

Get the entire 10-part series on Seth Klarman in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues.

We’re also pleased to offer our 31-page research note to all for free on our Public Research page. If you don’t have 9 minutes to spare right now, you can get the gist of our thesis from the info-graphic after the video.

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Latest News

News

UnitedHealth Earnings Up 6%, But Firm Still Reeling From Cyberattack - Is it a Buy?

Aman Jain2 hours

UnitedHealth exceeded Q2 forecasts with $98.9B in revenue and $6.80 EPS, despite a costly cyberattack, rising medical costs, and strategic shifts impacting its 2024 outlook. US insurance giant UnitedHealth posted...