David Abrams Top 5 Positions Represent 80% Of The Total Portfolio

The Acquirer's Multiple®
17/11/2025
David Abrams Top 5 Positions Represent 80% Of The Total Portfolio

Listen "David Abrams Top 5 Positions Represent 80% Of The Total Portfolio"

Descargar episodio Ver en sitio original

Episode Synopsis

In the most recent 13F filing, Abrams Capital Management, L.P. (David Abrams) reported a portfolio valued at $6.17 billion, dominated by just five holdings that together account for nearly 80 % of total assets. Abrams, a protégé of Seth Klarman, has long favored extreme concentration in durable, cash-rich businesses. His ...

More episodes of the podcast The Acquirer's Multiple®

Costco Wholesale Corporation (COST): Our Calculation of Intrinsic Value 20/11/2025
Weekly Investing Roundup – News, Podcasts, Interviews (11/21/2025) 20/11/2025
Global Ship Lease (GSL): High-Yield Deep Value Play 20/11/2025
VALUE: After Hours (S07 E40): AI As An Existential Crisis 20/11/2025
Cliff Asness: Social Media Turns Wisdom of Crowds Into Market Chaos 19/11/2025
Rich Pzena Q3 2025: Baxter Surge and Magna Strength Highlight a Classic Deep-Value Quarter 19/11/2025
VALUE: After Hours (S07 E40): The AI Paradox: Why Tech Burns Cash While Other Sectors Capture the Value 19/11/2025
Howard Marks: There’s Much Less Than 100% Probability That Investing In Any Given AI Company Or Sector Today Will Be Profitable 18/11/2025
Deep-Value Opportunities Dominate Energy, Financials, and Materials in This Week’s Large-Cap Screener 18/11/2025
VALUE: After Hours (S07 E40): Why Apple and Microsoft Could Fall 50–70% and Still Be Overvalued 18/11/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA