Money and Finance
“In recent years, holding cash is so completely out of favor that it has become the ultimate contrarian investment.” –Seth Klarman, The Most Important Thing Illuminated
- John Mauldin's Outside The Box: Seth Klarman: Investors Downplaying Risk “never Turns Out Well”
Link to: Seth Klarman: Investors Downplaying Risk “Never Turns Out Well”Today’s Outside the Box is unusual in that it isn’t an original document but rather a summary of a client letter from one of the greatest investors of our generation, Seth...
- Seth Klarman Letter Excerpts And Summary
Via ValueWalk: Seth Klarman: Fed Created Truman Show Style Faux Economy In his 2013 letter to investors, Baupost Group's Seth Klarman notes that the Fed has built a “Truman Show”-style faux economy, hates Bitcoin, returns $4 billion to investors...
- Oilprice.com’s Interview With Mike “mish” Shedlock
Link to: Oilprice.com’s interview with Mike “Mish” Shedlock *** I don’t necessarily agree with everything he says, but this is an interesting interview. If you substitute ‘undervalued stocks’ in place of ‘gold’ in his recommendation of...
- Seth Klarman Quote
“Generally, the greater the stigma or revulsion, the better the bargain.” –Seth Klarman, The Most Important Thing Illuminated ...
- Seth Klarman Letters: 1995 - Mid 2001
It is hard for me to overstate just how great these letters are. They are probably the best example I have ever seen of someone (and an entire firm) keeping his head cool and staying disciplined while just about everyone else was going crazy. A BIG thanks...
Money and Finance
Seth Klarman quote (holding cash)
“In recent years, holding cash is so completely out of favor that it has become the ultimate contrarian investment.” –Seth Klarman, The Most Important Thing Illuminated
- John Mauldin's Outside The Box: Seth Klarman: Investors Downplaying Risk “never Turns Out Well”
Link to: Seth Klarman: Investors Downplaying Risk “Never Turns Out Well”Today’s Outside the Box is unusual in that it isn’t an original document but rather a summary of a client letter from one of the greatest investors of our generation, Seth...
- Seth Klarman Letter Excerpts And Summary
Via ValueWalk: Seth Klarman: Fed Created Truman Show Style Faux Economy In his 2013 letter to investors, Baupost Group's Seth Klarman notes that the Fed has built a “Truman Show”-style faux economy, hates Bitcoin, returns $4 billion to investors...
- Oilprice.com’s Interview With Mike “mish” Shedlock
Link to: Oilprice.com’s interview with Mike “Mish” Shedlock *** I don’t necessarily agree with everything he says, but this is an interesting interview. If you substitute ‘undervalued stocks’ in place of ‘gold’ in his recommendation of...
- Seth Klarman Quote
“Generally, the greater the stigma or revulsion, the better the bargain.” –Seth Klarman, The Most Important Thing Illuminated ...
- Seth Klarman Letters: 1995 - Mid 2001
It is hard for me to overstate just how great these letters are. They are probably the best example I have ever seen of someone (and an entire firm) keeping his head cool and staying disciplined while just about everyone else was going crazy. A BIG thanks...