Here is where you can pay for membership. We are going to look at Seth Klarman’s classic “Margin of Safety”. All of these posts will be tagged the same for easy future reference. Rather than paying $1800 for the book new ($900 used), I will post notes from my copy, Chapter by Chapter. Today, the Introduction…
Here is where you can pay for membership. We are going to look at Seth Klarman’s classic “Margin of Safety”. All of these posts will be tagged the same for easy future reference. Rather than paying $1800 for the book new ($900 used), I will post notes from my copy, Chapter by Chapter. Today, the Introduction…
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Subs: Seth Klarman
Long time readers here know the respect we have for Baupost Group’s Seth Klarman. That being said, here are some notes from a talk he did in June of this year.
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Free Post: Some Perspective on CRE
A couple interesting conversations….
Starting to get more color on what the structure change will mean to the profitability of the business going forward.
This is another Chapter 11 play like General Growth Properties (GGWPQ). Typical disclaimer: Unless you are prepared to lose all of your investment in this, stop reading now. Do I think that is likely? Of course not, I would not be writing about if I did. Investing in Chapter 11 companies carries inherent risk. Just be aware of that.
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Free Post: Wall St. Media 9/24
Talking to Doug and @aiki14 about AutoNation (AN) and the ratings agencies….of course there is my patented Red Sox/Yankees zinger at the end…
This is a follow up to a previous post:
General Growth Properties Holders, this is mandatory reading…
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Free Post: On Wall St. Media 9/23
Talking about the Fed, the market, bargains and the Value Investing Congress. Get discounted tickets to the Congress from Jay at Market Folly
This is a very interesting hour long interview.. Hat Tip reader Michael for the heads up.
From an interview in Reuters…
From an interview in Reuters…
Talk about an anti-climactic event.