Some great new speeches, interviews and everything Seth Klarman – While some of the material is not new much of it we have never seen (which without bragging) says a lot – and either way its always a good re-read, enjoy!
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Also see: Seth Klarman: A Response to Lowenstein’s Searching for Rational Investors In a Perfect Storm and Risk management at Baupost is just people sitting around a table thinking
…When men live by trade–with reason not force, as their final arbiter–it is the best product that wins, the best performance, the man of best judgment and high ability and the degree of a man’s productiveness is the degree of his reward. (Atlas Shrugged)
Seth Klarman
Below are links to Seth Klarman’s investor letters and appearances. I would try to study his philosophy, attitude, and approach to investing–see if you can integrate some of his approach to YOUR OWN methods.
Seth-Klarman-Baupost-Group-Letters
Seth-Klarmanm-Interview-Financial-Analyst-Journal
Baupost-2011-Shareholder-Letter_(4)
Thrift Conversions
klarman-value-investors-different
Klarman_on_running_a_fund_interview
Seth_Klarman-Why_Most_Investment_Managers_Have_It_Backwards
Klarman 2013 Letter Excerpts
| Description | Date added by rbcpa.com |
| Article about Klarman and Deep Value Investing from Super Investor Digest September 8, 2006 | February 28, 2013 |
| Charlie Rose Video with Seth Klarman on November 1, 2011 with some notes I took while watching the video | November 28, 2011 |
| The Value of Not Being Wrong – Published in Value Investor Insight February 23, 2009 | November 28, 2011 |
| Baupost Annual Meeting Notes – October 29, 2009 | November 28, 2011 |
| Klarman Interview July 2008 with David Salem | October 15, 2009 |
| Klarman Article “Why Most Investment Managers Have it Backwards.” | June 17, 2009 |
| Margin of Safety – Notes to book I took One of the most important value investing books ever written | April 29, 2009 |
| Columbia Business School conference presented on October 2, 2008 | April 29, 2009 |
| Seth Klarman Interview from Alpha Magazine 25 Jun 2008 | April 29, 2009 |
| Seth Klarman Speech to MIT on 10/20/07 | April 29, 2009 |
A BLOG DEVOTED TO Klarman http://www.rbcpa.com/klarman.html
Yamana Valuation
Upon returning from vacation, I have put off updating my valuation of Yamana Gold Inc. (NYSE:AUY) (TSE:YRI). When there are fish, you must fish. I promise to have it posted by this weekend. I do recommend anyone who wants to hear a good management team explain their strategy for managing assets to listen to Yamana’s second quarter’s conference call:
http://www.gowebcasting.com/events/yamana-gold-inc/2014/07/31/second-quarter-financial-results/play
Yamana Gold Inc_ Q2 2014 MDA Final (SEDAR)_v001_t1ii3h
Presentation: Q2 2014 – Conference Call Final
Via CSInvesting
