My friend Shai who was the first value blogger, and runs http://valueinvestingresource.blogspot.com/, sent this video to me. He described the video as “If dig a bit deeper, could find a “Few degrees of separation” to Seth Klarman”. The video is in hebrew (which I speak), but there are subtitles for anyone who does not. I am posting below,enjoy.
Relying On Old-Fashioned Stock Picking, Lee Ainslie Reports His “Strongest Quarter” Ever
Lee Ainslie's Maverick Fund USA enjoyed its "strongest quarter in the fund's history" during the three months to the end of June. According to a copy of the firm's second-quarter letter to investors, which ValueWalk has been able to review, Maverick Fund USA gained 18% in the second quarter. Following this performance, the fund was Read More