Tag Archives: KLXI

Baupost’s Seth Klarman Thinks Spinoffs Are ‘An Interesting Place To Look’

Marketfolly recently posted a talk with The Baupost Group’s Seth Klarman from 2009, which some may remember as quite an interesting time in the markets. Mr. Klarman is considered one of the ‘great’ value investors and his words and writings are devoured by both aspiring and professional investors alike. The talk hits on a number of interesting areas (and… Read More »

B/E Aerospace’s CEO Khoury Jumping To Consumables Spinco

B/E Aerospace (BEAV) appears to be making significant progress on the upcoming spinoff of its consumables management segment, KLX inc. The company recently filed an initial Form 10 and while I haven’t had a chance to read through the entire document, it seems like the ‘Energy Technical Services’ segment is going to be a bigger focus for the… Read More »