Blogs about: Seth Klarman

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Seth Klarman Video Conference

ValueHuntr wrote 2 months ago: Seth Klarman, founder and portfolio manager of Baupost Group LLC, recently hosted a video conferenc … more →

Tags: academic, baupost group

Facet Biotech Corporation (NASDAQ:FACT) alternate slate withdrawn; Greenbackd exits 2 comments

greenbackd wrote 2 months ago: Dr. Roderick Wong has withdrawn his slate of director nominees for election at Facet Biotech Corpora … more →

Tags: activist investors, Facet Biotech Corporation (NASDAQ:FACT), Robert. L. Chapman, Special Situation, Stocks, Activist investment

Are you in investment paralysis in the downturn? Read on...

chetanroy wrote 2 months ago: Jeffrey Goldberg writes in the Atlantic wondering whether his Merill Lynch investment advisers were … more →

Tags: Finance, Investing, investment paralysis, Brokers, Jeffrey Goldberg, Daniel Kahneman, Cody Lundin, eating mice

Special situation: Facet Biotech Corporation (NASDAQ:FACT)10 comments

greenbackd wrote 2 months ago: Facet Biotech Corporation (NASDAQ:FACT) is a new category of investment for us: special situations. … more →

Tags: activist investors, baupost group, Facet Biotech Corporation (NASDAQ:FACT), Robert. L. Chapman, Special Situation, Stocks

Facet Biotech Corporation (NASDAQ: FACT)2 comments

ValueHuntr wrote 3 months ago: We are adding Facet Biotech Corporation to our ValueHuntr Portfolio. FACT is a company with a market … more →

Tags: activist, Activist Investing, Liquidation, net cash, Special Situations, Value Investing, baupost group, facet biotech, Fact

Seth Klarman on Investing in Corporate Liquidations

greenbackd wrote 4 months ago: Today we complete our series on Seth Klarman, the founder of The Baupost Group, a deep value-oriente … more →

Tags: about, Liquidation, liquidation value, Stocks, Liquidating Value

Seth Klarman on Catalysts7 comments

greenbackd wrote 4 months ago: Following on from our earlier post, Seth Klarman on Liquidation Value, we present the second post in … more →

Tags: about, Catalysts, Liquidation, liquidation value, Share buy-backs, Stocks, Catalysts, Liquidating Value

Seth Klarman on Liquidation Value4 comments

greenbackd wrote 4 months ago: Seth Klarman, the founder of The Baupost Group, an exceptionally well-performed, deep value-oriented … more →

Tags: liquidation value, Net Current Asset Value, Net Quick Stocks, Net Quick Value, Stocks, Liquidating Value, Net Current Asset Value, Net Net Stock

Microsoft -- What's It Worth?7 comments

widemoat wrote 4 months ago: This past week, we spent some time assessing Microsoft’s moat. Though its Windows operating system a … more →

Tags: Moat, Valuation, Ebay, Warren Buffett, Microsoft, Coca-Cola, NPV

What Makes a Good Business?

widemoat wrote 5 months ago: Seth Klarman, clearly one of our favored sources of investing insight, recently took up the task of … more →

Tags: General, Moat, Security Analysis

Ebay--What's it Worth? Part II2 comments

widemoat wrote 5 months ago: Yesterday we noted Seth Klarman’s three methods for valuing businesses and observed that a net prese … more →

Tags: Ebay

Ebay--What's It Worth?5 comments

widemoat wrote 5 months ago: Ebay, we’ve found, operates an auction business that generates recurring sales on the widest variety … more →

Tags: Ebay, Margin of Safety, Valuation

A Perfect Example of History Repeating Itself9 comments

Index Beating wrote 6 months ago: By Joe Chase of IndexBeating.com I have noticed some similarities between subprime mortgages and jun … more →

Tags: Business, Economics, Investing, baupost, baupost capital, Bonds, CBO, CDO, CDOs

Seth Klarman Interview Video

moneyjungle wrote 6 months ago: Here’s a hour-long interview with legendary value investor Seth Klarman. Since its founding i … more →

Tags: Value Investing

The Value Tortoise Pulls Ahead

josephfouche wrote 6 months ago: Seth Klarman, noted value investor running Baupost Group and the usually reclusive author of Margin … more →

Tags: filthy lucre, Benjamin Graham, Stock Market, Wall Street, Value Investing, Margin of Safety, Finance

Recent Margin Calls & Forced Selling1 comment

Cogitator wrote 9 months ago: “American Express at the time was the only major U.S. public company to be capitalized as a jo … more →

Tags: Warren Buffett

Flushed Down the Cash Nexus

josephfouche wrote 9 months ago: Niall Ferguson Scottish historian Niall Ferguson is the most interesting contemporary historian. Eve … more →

Tags: filthy lucre, something wicked this way comes, Grazing Academe, Stock Market, bubble, Economics, financial crisis, Niall Ferguson, México

Margin of Safety

josephfouche wrote 9 months ago: Black swans have three traits. First, it is an outlier: it lies outside the realm of regular expecta … more →

Tags: filthy lucre, something wicked this way comes, Buffet, Benjamin Graham, Stock Market, Taleb, Wall Street, black swan, OODA Loop

Relative Value Arbitrage: An Academic Paper1 comment

Cogitator wrote 9 months ago: The relative value arbitrage technique detailed in this paper has yielded 11% per annum. It requires … more →

Tags: Arbitrage, Security Analysis


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