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Many mining stocks are currently trading at substantial discounts to book value.
Klarman's hedge funds' top small-cap picks generate significant alpha.
I've always scanned the tables for ideas, but there's good reason to drill down deeper for takeaways.
Here's what some of the shrewdest fund managers are buying, selling and shorting.
I found some time to focus on the growing stack of 13HF filings that have been dribbling in.
The Baupost Group's major second-quarter purchase of Microsoft is worth checking out.