May 28, 2009
– Comments (10)
a great talk by klarman: 1
it is really getting really interesting at around 00:20:00!!!
it is getting really interesting at around 00:20:00!!!
FACT/PDLI at 00:26:30
FACT is my favourite stock (also see allstarportfolio).
the roubini bashing is great too!
a site mentioned in the video: Tweedy, Browne (research)
The paper he mentions (from the Tweedy, Browne research site):
What Has Worked in Investing (pdf)
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
see comment #9 above.