πŸ’₯πŸ’₯P. G. &. E.πŸ’₯πŸ’₯

Baupost Group & The Hot Mess that is PG&E.

Disruption from the Vantage Point of the Disrupted
1/27/19 Read Time = 15.6 a$$-kicking minutes
Twitter: @petition. Website: petition.substack.com

πŸ—žNews of the Week (3 Reads)πŸ—ž

1. What to Make of the Credit Cycle. Part 25. (Long Warning Signs).

Seth Klarman of Baupost Group released his annual letter to investors this past week and PETITION was lucky enough…

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