Seth Klarman at CIMA 2008
Note: these notes come from BenGrahamMan at the Motley Fool Boards, the original thread is here. Seth Klarman runs the Baupost Group, a prominent value investing fund that has had stellar performance...
View ArticleSeth Klarman and Inflation Hedging
I mentioned Seth Klarman and inflation hedging previously in my post about his talk at the CIMA conference. Here is another quote, this time from a recent article on MarketWatch: Seth Klarman, a...
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John Paulson on Bank of America and Gold
The folks over at Dealbook have Paulson’s 3Q investor letter up. The letter is peppered with his insights from stocks to defaulted bonds. What I wanted to do though, was highlight a few parts of the...
View ArticleHoward Marks on Inflation
Howard Marks of Oaktree Capital has a new memo that is great as usual. I particularly liked his point about inflation: When Paul Volcker left the Fed in 1987, he was asked at his first public...
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David Winters: Target Basic Human Needs. On the Cheap
The new Bloomberg Businessweek has so far really impressed me with their new content. Today, they ran a great article from David Winters on finding value in companies that will probably be around for...
View ArticleSeth Klarman’s Inflation Hedge and Views on the Market
Yesterday, at the CFA Institute conference, Seth Klarman gave a talk on how he sees things today. Reuters was there to report and I thought I’d excerpt the article: Star hedge fund manager Seth Klarman...
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Value in Large Cap Stocks
Today, while browsing twitter I noticed Abnormal Returns post about JNJ yielding more than 10 year treasuries. It got me thinking again about the fact that large cap stocks look pretty undervalued...
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Michael Burry invests in Gold, Farmland, and Asian Tech
Many of you might remember my post Learning from Michael Burry where I looked at how he started out to get some insights on his investing process. Now, Bloomberg has a new article that talks a bit...
View ArticleJeremy Grantham on CNBC
CNBC has a great interview with Jeremy Grantham: Grantham gives his thoughts on a wide range of topics from the Fed’s policies, US equities, emerging markets, commodities, and even farmland/timber.
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