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Tag Archives: Seth Klarman
A CNBC Market Master’s Two Remarkable Statements
Larry Fink of BlackRock is CNBC’s newest member of their “Masters of the Markets” club. “That and a dime will get you a phone call” was an expression used during the pay phone era to demonstrate that the recognition was … Continue reading
It’s 1931
I channel Dow Jones Market Talk, which channels Brad DeLong, who channels Rogoff, Reinhart, and Krugman. MARKET TALK: It’s 1931 DOW JONES NEWSWIRES 5:20 (Dow Jones) “I have been complaining for some time now that Reinhart and Rogoff think that … Continue reading
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Tagged Behavioral Finance, Benjamin Graham, CAPE, Competition and Strategy, Conventional Professional Investors, Euro Crisis, European Debt Crisis, Eurozone, Financial Media, Great Recession, Housing Bust, Invisible Hand, Margin of Safety, Mr. Market, Quantitative Easing, Risk, Rogoff and Reinhart, Seth Klarman, Short Sales, The Great Depression, Tobin's Q Ratio, Value Investing
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Just What is Seth Klarman up to? It May not be What Optimists Believe
Apparently, Seth Klarman is in the market for capital. This is always news because Klarman has a reputation for shunning capital from new investors and frequently returning excess capital to existing investors. However, the author of the attached story has … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, CAPE, CFA Institute, China, Conventional Professional Investors, Financial Media, Free Markets, Housing Bust, Invisible Hand, Jason Zweig, Long-Short, Margin of Safety, Quantitative Easing, Risk, Seth Klarman, Short Sales, Tobin's Q Ratio, Value Ideas, Value Investing
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Baupost Group’s (Seth Klarman) 2011 Returns
I guess for some journalists a 30% cash position is encouraging news: The Boston-based manager’s partnerships were down between 0.25 percent and 0.60 percent in June. As a result, they are up 2.25 percent to 2. 75 percent for the year … Continue reading
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Tagged Benjamin Graham, Long-Short, Risk, Seth Klarman, Value Ideas, Value Investing
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Similar Investors Perform Alike…
…as Buffett noted in his Superinvestors speech–see tab above–despite having little overlap in their portfolios. I liberally copied from the business models used by Ben Graham, Warren Buffett, David Einhorn, Seth Klarman, and Mohnish Pabrai. Those investors started small with … Continue reading
Seth Klarman, My Brother from Another Mother
Based on this excerpt from Seth Klarman’s 2010 annual letter, I think Klarman and I share some DNA. I have written similar sentiments in my communications for several years. Much of the investment business is centered around asset-gathering activities. In … Continue reading
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Tagged Conventional Professional Investors, Seth Klarman, Value Investing
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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
Posted in Uncategorized
Tagged Benjamin Graham, Housing Bust, Risk, Seth Klarman, Value Investing
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David Einhorn on the Charlie Rose Show (Video)
David Einhorn appeared on the Charlie Rose Show on December 6, 2010. I think Einhorn is a brilliant securities analyst. He has done a remarkable job providing high risk-adjusted returns for over a decade for the limited partners in his … Continue reading
Seth Klarman Interview from 2006
On May 1, 2006, Seth Klarman gave an interview for a class at Harvard, Psychology of Leadership.… Continue reading
Part 1 of Excerpts of an Interview with Seth Klarman
The September/October 2010 edition of the Financial Analysts Journal (FAJ) includes a transcript of an interview with Seth Klarman, President and Portfolio Manager of The Baupost Group. The moderator was the Wall Street Journal’s Jason Zweig and the title of … Continue reading