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Investment Strategies / Falling Knives
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Author: bankersfate   😊 😞
Number: of 1023 
Subject: FI down 45% today $69
Date: 10/29/25 12:09 PM
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No. of Recommendations: 2
Seth Klarman holding. Now down 20+% over last 5 years. Bad earnings. Bad forcast.
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Author: weatherman   😊 😞
Number: of 1023 
Subject: Re: FI down 45% today $69
Date: 10/29/25 3:21 PM
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not just klarman; oakmark, D&C, lots of diligent value-types are in fiserv.
this drop seems mostly due to overly-optimistic growth predictions somehow related to argentina.
despite the certain volatility of anything 'trump sphere' related, heads were rolled.
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