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Tag: CarpeDiem
🏒 Glenview Capital & Larry Robbins: The $5.5B “Hockey Jersey” Hedge Fund Slashing Wall Street 🏥⚡
Larry Robbins has built Glenview Capital around fundamental research, concentrated conviction and an unusual willingness to act like an owner. We examine its ~$5.5B Q2 2026 portfolio, CVS activism, healthcare bets, extraordinary early track record—and why hockey may explain more about Robbins than you'd expect. 🏒
🏰 The Baupost Restoration: Seth Klarman's Cash Castle, The 4% Drag, and the Largest Restructuring in 42 Years
One of history's greatest value investors has spent the last decade disappointing Wall Street. Yet with a massive cash reserve, a major restructuring, and growing bets on Amazon and Aon, Seth Klarman's Baupost Group may be preparing its next act.
🏛️ The Abrams Capital Matrix: How David Abrams Turned a 40% Bet Into a $10 Billion Value Fortress
Most hedge funds diversify. David Abrams does the opposite. The former Baupost analyst has built a $10 billion investing fortress around patience, concentration, and a stunning 40% position in aerospace supplier Loar Holdings. Here's what investors can learn from one of Wall Street's quietest billionaires.