Investing is the Intersection of Economics and Psychology – Seth Klarman (Video)

Johnny HopkinsSeth Klarman Comments

I can’t get enough of Seth Klarman, one of the best investing minds on the planet. Klarman is a value investing legend who runs The Baupost Group, one of the largest hedge funds in the U.S. He’s also the author of the best selling book, Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor. In 2011, Klarman explained the psychology necessary to be … Read More

There are three central elements to a value-investment philosophy (Part 2) – Seth Klarman

Johnny HopkinsResources, Seth Klarman Comments

Seth Klarman is a value investor and Portfolio Manager of the investment partnership, The Baupost Group. Founded in 1983, The Baupost Group now has $27 billion in Assets Under Management. Klarman is also the author of the best selling book “Margin of Safety” which sells for around $1000 on Amazon. One of the best chapters in this book is Chapter 7, At … Read More

Human Nature Makes It Hard For Markets To Be Efficient – Seth Klarman

Johnny HopkinsResources, Seth Klarman Comments

Seth Klarman is a value investor and Portfolio Manager of the investment partnership The Baupost Group. Founded in 1983, The Baupost Group now manages $27 billion in Assets Under Management, and has averaged returns of nearly 20% annually since their inception. Klarman is also author of the book “Margin of Safety“. Published in 1991, it is now out of print, … Read More

The Lost Art of Contrary Thinking – Seth Klarman

Johnny HopkinsResearch, Resources, Seth Klarman Comments

Just about every investor has heard of Seth Klarman. According to Forbes, “Investing legend Seth Klarman runs Boston-based firm The Baupost Group. With $27 billion under management, Baupost is one of the largest hedge funds. It posted small losses in 2015. An avid philanthropist, his foundation’s assets hit $350 million as of the latest public filing.” “An admirer of Warren … Read More

There are three central elements to a value-investment philosophy – Part 1 – Seth Klarman

Johnny HopkinsResearch, Resources, Seth Klarman Comments

(Image Credit, advisoranalyst.com) One of the best books on investing is Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor, by Seth Klarman. According to Forbes: Investing legend Seth Klarman runs Boston-based firm Baupost. With $27 billion under management, Baupost is one of the largest hedge funds. It posted small losses in 2015. An avid philanthropist, his foundation’s assets hit … Read More