Baupost Letter 2024 Pdf Exclusive [LATEST]

Since the letter is not public (more on that later), we have synthesized clues from recent 13F filings, interviews with Baupost LPs, and Klarman’s rare public speeches at the Sohn Conference. The 2024 letter is rumored to focus on three "bombshell" areas:

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Will the PDF appear on a dark web forum tomorrow? Possibly. But by the time it does, Baupost will have already moved on to its next trade. The true "exclusive" is not the file—it is the discipline Klarman writes about. Since the letter is not public (more on

: A significant new stake in Dollar General (DG) was added in Q3 2024. interviews with Baupost LPs