July 27th, 2010 by jwolinsky
First off a big hat tip to Market Folly for giving me the idea, and the content for this article (this post will also be a permanent page of Value Walk on the top menu bar under books). I cannot begin any article about Seth Klarman without stating he is one of the best investors [...]
June 30th, 2010 by jwolinsky
Li Lu’s lecture at Columbia university was recently posted on the site by Ravi or rationalwalk and myself. It turns out Li Lu recently gave another lecture at Columbia in April 2010. Thanks to my friend David Hui Lau of http://dahhuilaudavid.blogspot.com/ for this find. I will post the beginning of the transcript here with a [...]
June 23rd, 2010 by jwolinsky
Seth Klarman is rarely a man in the spotlight. In addition, he is one of the best value investors ever. Therefore, it is always interesting when there are articles about Klarman in the press. Recently Bloomberg had an interesting article about Klarman’s investment style, and how he managed his hedge fund through the financial crisis. [...]
June 14th, 2010 by jwolinsky
By co-blogger Sandesh Trivedi Marty Whitman is truly a living legend in the world of value investing. It is always a pleasure to read and find great investing insights from his letters. Here in this letter from the year 2001 he reflects on “net nets” and investing practiced in the real world, as opposed to [...]
May 21st, 2010 by jwolinsky
When Seth Klarman speaks it is always worth listening. Not only is Klarman one of the greatest value investors of history but he also seldom speaks. For a man who runs one of the largest hedge funds in the world he is virtually unknown. His record is almost unmatched producing approximately 20% returns for over [...]