saumil Posted June 7, 2010 Share Posted June 7, 2010 The Value of Seth Klarman June 2010 - Absolute Return + Alpha The value of Seth Klarman June 01, 2010 Beaten-down markets have been a boon for Baupost, which has become the sixth-largest hedge fund in the United States & a force to be reckoned with. By Stephen Taub https://sites.google.com/site/sethklarman2010/ Link to comment Share on other sites More sharing options...
dcollon Posted June 7, 2010 Share Posted June 7, 2010 Thanks for posting the interview. Link to comment Share on other sites More sharing options...
enoch01 Posted June 8, 2010 Share Posted June 8, 2010 Good interview - thanks! Link to comment Share on other sites More sharing options...
DynamicPerception Posted June 8, 2010 Share Posted June 8, 2010 Good value investor mindset. Thanks. Link to comment Share on other sites More sharing options...
MartinWhitman Posted June 11, 2010 Share Posted June 11, 2010 Bloomberg article on Seth Klarman. http://www.bloomberg.com/apps/news?pid=20601108&sid=adBgaU4jI6Mo# Link to comment Share on other sites More sharing options...
DynamicPerception Posted June 11, 2010 Share Posted June 11, 2010 Another good article. "When Klarman can’t find investments he likes, he holds cash. “We prefer the risk of lost opportunity to that of lost capital,” he wrote in his 2004 yearend letter to shareholders." Right on! and thanks. Link to comment Share on other sites More sharing options...
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