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portefeuille (99.60)

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May 28, 2009 – Comments (10)

a great talk by klarman: 1

10 Comments – Post Your Own

#1) On May 28, 2009 at 2:02 PM, portefeuille (99.60) wrote:

it is really getting really interesting at around 00:20:00!!!

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#2) On May 28, 2009 at 2:02 PM, portefeuille (99.60) wrote:

it is really getting really interesting at around 00:20:00!!!

it is getting really interesting at around 00:20:00!!!

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#3) On May 28, 2009 at 2:06 PM, portefeuille (99.60) wrote:

FACT/PDLI at 00:26:30

FACT is my favourite stock (also see allstarportfolio).

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#4) On May 28, 2009 at 3:12 PM, portefeuille (99.60) wrote:

the roubini bashing is great too!

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#5) On May 28, 2009 at 7:26 PM, portefeuille (99.60) wrote:

a site mentioned in the video: Tweedy, Browne (research)

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#6) On May 28, 2009 at 8:25 PM, portefeuille (99.60) wrote:

The paper he mentions (from the Tweedy, Browne research site):

What Has Worked in Investing (pdf)

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#7) On June 01, 2009 at 2:02 PM, portefeuille (99.60) wrote:

here is more:

- Klarman's question and answer session from the Graham & Dodd Breakfast Conference
- Seth Klarman's Endowment Management Seminar
- His interview with Harvard Business School
- His thoughts from Value Investor Insight

(from here)

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#8) On October 30, 2009 at 11:05 PM, d1david (29.34) wrote:

thx

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#9) On August 18, 2011 at 1:37 PM, portefeuille (99.60) wrote:

 

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#10) On August 18, 2011 at 1:40 PM, portefeuille (99.60) wrote:

a great talk by klarman: 1

see comment #9 above.

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