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.
Prescience Partners returned 6.75% for the second quarter, underperforming the S&P 500's 8.55% return but coming out ahead of the Barclay Equity Long/ Short Index's 2.62% return. However, for the first six months of the year, Prescience is up 30.66%, doubling the S&P's 15.25% return and smashing the Barclay Equity Long/ Short Index's 9.27% return. Read More