The Best Of Klarman: Tons Of Interviews, Speeches, Articles

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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.




Thrift Conversions






Klarman 2013 Letter Excerpts

Description Date added by
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


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:

Yamana Gold Inc_ Q2 2014 MDA Final (SEDAR)_v001_t1ii3h

Yamana Gold Inc_Q2 2014

PresentationQ2 2014 – Conference Call Final

Via CSInvesting

The Best Of Klarman: Tons Of Interviews, Speeches, Articles

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