Shrewd Minds Are Putting on the Brakes

It's my favorite time of the year again as an investor. No, I'm not talking about the holiday-induced market slowdown. This week, as with four other times during the year, marks the release of 13F filings from the SEC -- the quarterly snapshots that reveal the portfolio holdings of asset managers. Hands down, I find digging through 13F filings to be one of the best ways to find investment ideas.

One 13F I always look through is that of the Baupost Group, the hedge fund run by Seth Klarman. Twenty-plus years of approximately 20% annualized returns is all you need to know to realize Baupost's 13F is required reading....284 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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