Seth Klarman
Page 3
- Seth Klarman’s Top 10 Holdings (Q3 2020)One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
- Seth Klarman: Successful Investing Means Not Caring About Where The Stock Trades In-BetweenIn this presentation to Bruce Greenwald’s class, Value Investing With Legends, in March 2018 Seth Klarman discussed the competitive edges that his firm had developed in order to…
- Seth Klarman’s Top 10 Holdings (Q2 2020) – Plus Top Buys & SellsOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
- Seth Klarman: Q2 2020 – 8 Changes To The Future As We Know ItIn his latest letter to investors, Seth Klarman discussed the possible longer-term ramifications of the COVID-19 Pandemic and included a list of eight changes to the future as w…
Seth Klarman Increases His Stake In Viasat Inc $VSATAccording to his latest Form 4, filed 07/27/2020, Seth Klarman has further increased his stake in Viasat Inc by 2,556,891 shares, at an average price of $39.11, totalling $100,0…- Seth Klarman: Top Buys, Top Sells (Q1 2020)One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
- Seth Klarman: Top 10 Holdings (Q1 2020)One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
- Seth Klarman: How To Hedge Your PortfolioIn Seth Klarman’s Book Margin of Safety he provides some great examples of how investors can hedge their portfolios, depending on what they’re currently holding. Here’s an excer…
- Seth Klarman: Finding Bargains Amongst The Carnage And Seeking New CapitalHere’s an article from Yahoo Finance which reports that Seth Klarman at Baupost has spent $1.5 Billion buying assets in recent weeks, and is seeking more capital for his hedge f…
- Seth Klarman: Top 10 Holdings (Q4 2019)One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
- Seth Klarman: Investors Should Not Target A Desired Rate Of ReturnIn his book, Margin of Safety, Seth Klarman provides some great insights into the reasons why investors should not target desired rates of return, saying: Choosing to avoid loss…
- Seth Klarman: How To Calculate A Company’s Present-ValueIn Seth Klarman’s book Margin of Safety he provides some great insights into how investors can calculate a company’s present-value saying: At times when interest rates are unusu…
- Seth Klarman: It’s Madness To Set Return TargetsIn 2008 Seth Klarman did a great interview with the Harvard Business School to discuss his value investing philosophy, why he believes it continues to work and, why it’s madness…
- Seth Klarman: Q3 2019 – 3 New Buys, 3 Sold Out PositionsOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
- Seth Klarman: A Country Full Of Well-Trained Investors Would Make The Same Kind Of Mistakes That Investors Have Been Making ForeverIn 2004 Louis Lowenstein wrote a paper titled – Searching for Rational Investors in a Perfect Storm in which Lowenstein attempted to measure the performance of 10 value managers…
- Seth Klarman: Investors Remain The Consummate Yield Gluttons!In his 2004 Baupost Shareholder Letter, Seth Klarman made his thoughts clear on the inability of most investors to sit on the sidelines and hold cash when markets are expensive,…
- Seth Klarman – Top 10 Holdings Q22019One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
- Seth Klarman: “Value Investing Is At Its Core The Marriage Of A Contrarian Streak And A Calculator.”We’ve just been re-reading Michael Mauboussin’s book – The Success Equation. There’s a great passage in the book with discusses investor psychology, and some of the findings of …