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Subject:  Re: Klarman's Margin of Safety Revisitied Date:  6/7/2020  3:29 PM
Author:  JesuisHoHum47 Number:  26251 of 26255

According to its latest 13F filing, Klarman/Baupost appear to have taken some bets on tech - double down on HPE, and big positions in Facebook (FB) and Google (GOOG)
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