I received several requests stating that the Margin of Safety link was broken. Here is an updated link:
Seth Klarman - Margin of Safety
SG
Showing posts with label Seth Klarman. Show all posts
Showing posts with label Seth Klarman. Show all posts
Monday, October 12, 2009
Tuesday, April 28, 2009
Seth Klarman - Shareholder Letters
Came accross a link to Seth Klarman's letters to shareholders from 1995-2001. Particularly interesting, is the breakdown of his portfolio allocation and returns. Also, he talks in great detail about the frothy market environment of the late 1990's. It's always interesting to see what strategies these experienced veterans are employing and how they turn out in different types of markets. Sadly there is no letter in this compilation from a year where there was a bear market. Anyways, here is the link:
Klarman Shareholder's letters 1995-2001
Thanks to distressed debt investing for this compilation.
SG
Klarman Shareholder's letters 1995-2001
Thanks to distressed debt investing for this compilation.
SG
Sunday, March 22, 2009
Seth Klarman - Margin of Safety
One of the all time best books on value investing! It is no longer in print. A quick search on amazon.com shows remaining copies are selling at close to $1000 USD. Not the typical price someone looking for value might pay! There are only a few remaining copies in existence. The New York City library has a copy in the rare books section (I believe in a protective casing).
I stumbled across a PDF copy of the book online, while looking up information on Klarman.
Margin of Safety by Seth Klarman
SG
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