Klarman’s Baupost Pares Equity Exposure But Boosts Tech Holdings

[Klarman’s Baupost Pares Equity Exposure But Boosts Tech Holdings]( Seth Klarman is one of the most successful and well-regarded value investors of all time. He has been practicing value investing with his hedge fund, the Boston-based Baupost, for more than three decades, and he's seen his fair share of bull and bear markets during this time. Baupost does not publicize its returns (and they […] [Read More]( [LCI Industries Diversification Strategy Pays Off]( LCI Industries had a weak quarter and posted a wider-than-expected loss. Industry normalization is expected to occur this year and help sustain the dividend. Diversification into adjacent industries is helping to soften the downturn. 5 stocks we like better than LCI Industries LCI Industries (NYSE:LCII) Q4 headline results give reason to worry, but the worry […] [Read More]( [Is It Time To Buy The Dip In Coca-Cola]() The Coca-Cola Company slips after tepid results fall flat. The dividend is in no danger and should continue to grow this year. The analysts and institutions should help support the price action. 5 stocks we like better than Coca-Cola Analysts’ sentiment toward Coca-Cola Co (NYSE:KO) has been firming all year as evidenced by the rising […] [Read More]() [Are Denny’s Corp Investors Due For A Grand Slam?](=) Denny’s Corp is set up for a grand slam in 2023. Price action confirms a bottom in the share price. The Q4 results and outlook for 2023 are ahead of consensus. 5 stocks we like better than Denny’s After years of struggling with COVID-related conditions, a sketchy restaurant rebound, supply chain hurdles and labor shortages […] [Read More](=) [Needham Downgrades Sterling Check (STER)]() On February 10, 2023, Needham downgraded their outlook for Sterling Check Corp (NASDAQ:STER) from Buy to Hold. Analyst Price Forecast Suggests 36.51% Upside As of February 15, 2023, the average one-year price target for Sterling Check is $18.36. The forecasts range from a low of $14.14 to a high of $21.00. The average price target […] [Read More]() [Heineken – Higher Prices Drive Up Sales](=) Heineken N.V. (AMS:HEIA)’s full year net revenues rose 21.2% to €28.7bn on an organic basis, which excludes exchange rates. This was driven by higher average selling prices, up around 14%, as the group raised prices to combat cost inflation. There was also a continued trend in sales towards more lucrative “premium” drinks. And despite higher […] [Read More](=) [Unsubscribe]( | [Update your profile]( | 347 Fifth Avenue Suite 1402-390 , New York, NY 10016