華爾街2位大佬投資廣撒網
Baupost Group的經理Seth Klarman和華爾街“獨行俠”David Abrams兩位大佬同時持有Facebook(FB.US)、Willis Towers Watson (WLTW.US)、太平洋煤氣電力(PCG.US)和Nuvation Bio Inc(NUVB.US)的股票。
Klarman的波士頓Baupost集團投資於多種證券，包括普通股、優先股、不良債務和清算。Klarman遵循價值導向的投資方法，他還警告稱，投資不僅僅是產生絕對回報，還要注意所涉及的風險。
在創立Abrams Capital之前，Abrams曾與Klarman共事10年。和Klarman一樣，這位大佬也將公司的資產分散到各種各樣的證券上，並採用以價值爲導向的投資方法。Abrams強調公司股票估值的基本特徵。
因此，在第二季度的投資組合文件中，兩位大佬有一些共同持有的股票。
Facebook
Klarman和Abrams合計持有Facebook13.68%的股份。
GuruFocus對Facebook的盈利能力進行了排名，根據幾個積極的投資指標，該公司的盈利能力得分爲10分，其中商業可預測性排名爲五星級，Piotroski F-score爲7分，利潤率和回報率超過90%的全球競爭對手。
持有Facebook股票的其他大佬包括Baillie Gifford和Chase Coleman的Tiger Global Management。
Willis Towers Watson
Klarman和Abrams對Willis Towers Watson 的持股比例合計爲9.13%。
GuruFocus將該公司的盈利能力得分定爲了6分，這得益於其Piotroski F-score高達7分的好成績，利潤率和回報率超過68%的全球競爭對手。
太平洋煤氣電力
Klarman和Abrams合計持有太平洋煤氣電力7.33%的股份。
GuruFocus將該公司的盈利能力得分定爲了2分，並給出了幾個警告信號，其中，Altman Z-Score得分僅爲0.25分，利息覆蓋和債務比率弱於大盤85%地的全球競爭對手。
Nuvation Bio
Klarman和Abrams合計持有Nuvation Bio的股份爲1.42%。
該公司主要開發用於治療腫瘤和癌症患者的治療藥物。
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