US Top News and Analysis | Seth Klarman’s Baupost makes Amazon top holding, starts Aon and Visa stakes

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Seth Klarman’s Baupost Group significantly boosted its exposure to Amazon—raising the stake by 47% to roughly $650 million and making the e‑commerce and cloud giant its largest disclosed U.S. equity holding—while also taking sizable new positions in insurance broker Aon, payments network Visa and medical‑device maker Teleflex, and tweaking other holdings such as increasing its stakes in Alphabet and Ferguson Enterprises and trimming Union Pacific and Willis Towers Watson. The moves, detailed in a recent regulatory filing, reflect Baupost’s search for opportunities amid AI‑driven market valuations, underscoring Klarman’s patient, value‑oriented approach that has earned him the nickname “Oracle of Boston” and frequent comparisons to Warren Buffett.

Read more: https://www.cnbc.com/2026/05/15/seth-klarmans-baupost-makes-amazon-top-holding-starts-aon-and-visa-stakes.html

#SethKlarman #BaupostGroup #Amazon #Aon #visa #Teleflex #Alphabet #UnionPacific #WescoInternational #WarrenBuffett # #BenjaminGraham

Teleflex $TFX reported EPS of $3.49, surpassing the forecast of $3.39, but revenue was $764.4M, slightly below the estimate of $768.68M.

Norwegian Cruise Line $NCLH achieved EPS of $0.99, exceeding expectations of $0.94, with revenue at $2.81B, beating the forecast of $2.77B.

Generac $GNRC posted EPS of $2.25, well above the forecast of $1.95, while revenue reached $1.17B, slightly above the expected $1.16B.

#Earnings #Teleflex #NorwegianCruiseLine #Generac #Finance #Stocks #Investing

Not great news for those with #Arrow IABP (intra-aortic ballon pumps), distributed this year from July - September. This is a Class I recall for short battery life.

https://www.fda.gov/medical-devices/medical-device-recalls/arrow-international-llc-subsidiary-teleflex-inc-recalls-arrow-autocat-2-ac3-intra-aortic-balloon

#FDA #ClassIRecall #IABP #ArrowIntl #Teleflex