Daily Archives: March 4, 2011

Howard Marks’s Latest Memo and New Book

Howard Marks has a new book coming out according to his latest memo, which can be found in the resources section in the right hand margin. But, I knew that already because I am scheduled to review the book for … Continue reading

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Excerpts from Seth Klarman’s 2010 Letter to Limited Partners

Readers of this blog know that I believe Seth Klarman, portfolio manager at the hedge fund Baupost Group, is one of the greatest investors of our generation. We share so many of the same views as Klarman that I consider us the … Continue reading

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