Seth Klarman talks about the investment strategies and techniques that led him to outperform the market. He discusses the impact of Warren Buffett, Charlie Munger, and Ben Graham on his value investing approach. Klarman is known for his book Margin of Safety.
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34 Comments
Fun fact karlman has returned -67% vs the SNP since 2020. He is a moron. He has never had auditied returns that beated the spooz. Interviewing this guys is like interviewing your valueinvesting uncle who blew up in 2000~2024 shorting the "bubble". His strategies are death by a thousand cuts and his book is full of horrible advice.
I made 10m$
I see the similar characteristics in Klarman and Buffett. Arrogance is too strong a word. A better description would be self effacing self confidence blended with the knowledge of the importance of being honest with himself and others.
Tell me your secrets Seth, I won't tell a soul…
I like how Charlie asked him if he was a "predatory capitalist" by using polite words, and Seth characterised it as doing the distressed seller a favour.
He sounds like an honest, smart guy.
I assume the vid title is the name of the book.
t was a pleasure to listen to you, Mr. Seth Klarman. Greetings from Portugal.
He sounds so nice and humble. Definitely a role model I'd like to follow.
2011 interview
Great interview with a modest investor who deserve to be better known, thank you. At 10:40 when he says good management buys back their stock when it is undervalued: this appears to still be somewhat of a black art. AAPL buys back 0.25% of their stock in 2018, 2019, 2020 like clockwork, when it wasn't particularly overvalued, like they are dollar-cost-averaging their own stock. At 2022 Berkshire meeting, Buffett says they don't buy back more stock when they think it's more undervalued, they just think "do we feel good about owning our company more than other choices?" It's great to hear how these different great managers think, including Klarman.
Seth, thanks for telling us how the 2020 election was stolen: Early Voting. Just as 2,000 MULES shows us.
Seth Klarman – Rhino.
Boy Charlie is annoying!
Max was here
5:20 I don’t have Bloomberg on my desk( just like buffet) . ////That’s reason retail watch Bloomberg BS to lose money while master like Seth making real dough …
So just index sp500 & don’t pay wall st fees… lol.. wall st & ur “advisors” always tell u market up up up. So they can earn(steal) fees from you… 3% a year , 30% lost of your portfolio in 30 yrs when u retire
Bill Hwang really need this… lol
Thanks Mr. Klarman!
I read it book margin of safety for more than 5 times till now, every time I read it, I always learn some things new
so this is where the long dong settled in
His book is high above margin of saftey
Wait till it gets distressed
How to dodge obvious tricky question that the obvious answer would not be in your favour:
Q: do you love market going down?
A: (obviously the answer is yes for bargain hunting but can’t say that cos it sounds unethical) we provide liquidity when other people need it (what a brilliant answer! Lol)
Charie Rose is such a bad interviewer…talks too much, trying to put words in the interviewee's mouth, doesn't really listen, asks leading questions…etc…
Here's the place and date. "Seth Klarman interviewed by Charlie Rose at the Facing History and Ourselves New York Benefit Dinner. This event was at Chelsea Piers in New York City on November 1, 2011." It seems that the complete interview was online but is no longer present.
Charlie learn to keep your damn mouth shut! Nobody wants to listen to you….
my brother lost his book 😚😚
Thank you Mr Klarman for telling the truth: Mike Bloomberg and the rest of US MSM are making it up! Thank you!
7:40 – he is speaking like a kind man, worries about small retail investors
I don’t believe it’s true that people are born value investors, few anyway. To me it’s learned.
What year is this from? Some gems in here for sure!
This interviewer ruins Almost every interview I see him in. He Believes people want to hear his voice 🙄
What none of them explains is how to know that when a stock goes down, how does that not confirm your humility that you might be wrong and dumping the business? Diversify? Then Buffet and Munger say diversifying is for the ignorant. There's always hedging in all this information and no clear direction.
To beat the Market you've to Invest serious Bucks and dig out information no one else has yet!
I have this book, margin of safety
343 rd viewer