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  • Top Managers' Holdings For Q4 2013 [View article]
    Glad you liked it and thanks for sharing that post. NQ is certainly an interesting stock worth following up on.
    Feb 18 05:26 AM | 1 Like Like |Link to Comment
  • Baupost Group 13F Holdings Analysis [View article]
    Thanks Sean, I'm glad you found the article interesting. It's my first contribution and all feedback is appreciated. I got the float from Yahoo! finance. You're absolutely correct the outstanding shares are 98 million, 28 million of which are held by insiders meaning 70 million are restricted or float. The float I get from Yahoo! finance is close to 55 million meaning around 15 million non-insider restricted. In fact I realized in my article I wrote 19% when it's closer to 25% of the 55 million float. I use float rather than outstanding to compare open market percentages, i.e. the proportion is relevant to what other investors could potentially accumulate of that stock.
    Mar 10 06:08 PM | Likes Like |Link to Comment
  • Baupost Group 13F Holdings Analysis [View article]
    As a correction, this post was originally drafted late February before Theravance (THRX) rallied strongly on the back of Piper Jaffray's suggestion that GSK may be a potential buyer.
    Mar 8 12:26 AM | Likes Like |Link to Comment
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