Subject: Re: The Bloom may be on the rose
I find the Klarman position interesting. He had bought a minor (for him) position in Q2 2023 (before a big drop), bought 3x as minor shares in Q3, and then exited the 927 000 share position in Q4. Pat Dorsey also did a Q3 buy and Q4 sell.

He's now come in heavy with 2.3 million shares (reported price of $84.57), for a new position of 5.56% of Baupost's total portfolio.