Money and Finance
- Links
Talks at Google - Hewitt Heiserman: "Ben Graham and the Growth Investor" (video) (LINK) Related book: It's Earnings That CountWhat Buffett and Seth Klarman Say About EBITDA (LINK) Stocks You Shouldn’t Own [H/T @chriswmayer] (LINK) Keep...
- 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...
- Fortune: Big Winner In Government's Jpmorgan Suit: A Hedge Fund
Found via Santangel’s Review. In a Wall Street vs. Wall Street fight, the NY AG Eric Schneiderman just gave hedgie Seth Klarman the upper hand. A hedge fund manager who made money betting against the housing bubble, and the terrible mortgage loans that...
- 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 Videos - March 2009
The Seth Klarman videos below are making their rounds again, but they are worth reviewing, so here they are. I had originally linked to them HERE, which will take you to the Ben Graham Center for Value Investing site that has a lot of other great videos as well. Also, be sure to check out Value Walk’s Seth Klarman Resource Page.
- Links
Talks at Google - Hewitt Heiserman: "Ben Graham and the Growth Investor" (video) (LINK) Related book: It's Earnings That CountWhat Buffett and Seth Klarman Say About EBITDA (LINK) Stocks You Shouldn’t Own [H/T @chriswmayer] (LINK) Keep...
- 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...
- Fortune: Big Winner In Government's Jpmorgan Suit: A Hedge Fund
Found via Santangel’s Review. In a Wall Street vs. Wall Street fight, the NY AG Eric Schneiderman just gave hedgie Seth Klarman the upper hand. A hedge fund manager who made money betting against the housing bubble, and the terrible mortgage loans that...
- 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...