Seth Klarman: The Right Price is Everything
Tom Brakke, at The Research Puzzle blog, has written an interesting expose’ on the investment philosophy of stellar hedge fund manager Seth Klarman. An excerpt:
Klarman says that your approach must fit your character. If you aren’t willing to wait around for opportunities, don’t enjoy looking for bargains, and can’t bring yourself to lean against the conventional wind, then “you’re not a value investor, and you shouldn’t be one.” Know thyself is the first principle of investing.
Source: The Research Puzzle
***
Related Posts
-
Global Gold Miners ETF Allocation IncreasedCash available was added to the SMA Portfolio's holding...
- August 10, 2020
-
-
-
Is the Retirement Crisis Really a Crisis?PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
-
Alarming Chart of the Stock Markets of 1987 and 2012-2013Several days ago I posted a chart showing the...
- May 22, 2013
-
Bill Ackman Thinks Diversification is for the Lazy
Bill Ackman made a speech at the Active/Passive Investor...
- March 4, 2010
