Mac Murray

Posts Tagged ‘seth klarman’

The Intelligent Investor

In DEEP Investing on January 1, 2011 at 1:15 AM
Benjamin Graham

Benjamin Graham

Chinese Blue Marble Half Slice

“Smart investors look to the market not as a guide for what to do but as a creator of opportunity.”

–Benjamin Graham

Chinese Blue Marble Half Slice

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Technical Trading and Value Investing? Are you serious?

In DEEP Investing on October 6, 2009 at 1:05 AM

SCEPTICAL.

Well, why not?

True:  Not many value investors are coming out of the closet about technical analysis.  Yet technical trading and value investing is not as controversial a union as you might think.

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Seth Klarman: Psychology of Leadership

In Investment GIANTS on August 10, 2009 at 9:18 PM

Vodpod videos no longer available.

E. M. M.

E. M. Murray, FDR (Fixed Downside Risk) Managed Accounts

E. M. Murray. Managed Equities. Fixed Downside Risk.

Seth Klarman Speaks at the Benjamin Graham Centre for Value Investing

In Investment GIANTS on August 1, 2009 at 9:45 PM

Seth Klarman, Baupost Group

Seth Klarman, Baupost Group

The Benjamin Graham Centre for Value Investing

Seth A. Klarman, MBA, The Baupost Group

March 17, 2009 – Videoconference

Seth Klarman at the Benjamin Graham Center for Value Investing

Mr. Klarman is President of The Baupost Group, L.L.C. Founded in 1982, Baupost discretionarily manages $15 billion for a number of institutional and wealthy individual investors. Baupost uses a value discipline with an event-driven bias to find global opportunities in such diverse areas as publicly-traded and private equities, bankrupt and financially-distressed debt, and real estate.

Note: The quality of this video is, well, abysmal.  Nevertheless, it is one of the most profound I’ve come across in the last 10 years.  This video is provided for your information and enjoyment. Although I admire Klarman’s investment philosophy greatly, I would not categorize myself as a Value Investor per se.

E. M. M.

E. M. Murray, FDR (Fixed Downside Risk) Managed Accounts

E. M. Murray. Managed Equities. Fixed Downside Risk.