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Seth Klarman

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  1. Staples: Industry Consolidation Leading To 50% Upside


    Thu, 17 Apr 2014

    far more valuable than many actual businesses engaged in real world commerce and whose revenues exceed expenses." - Seth Klarman (click to enlarge) Staples: A Compelling Risk/Reward Ignored By The Street With 50% Upside We are currently focused

  2. The Financial Crisis Is Over For Wells Fargo Dividend Investors


    Sat, 29 Mar 2014

    bank holding for Charles Munger, and a regularly appearing bank stock in both the professionally managed portfolios of Seth Klarman and Donald Yacktman over the years. To me, it seemed counterintuitive to accept that a megabank could possess superior

  3. Takeaways from Seth Klarman


    Mon, 24 Mar 2014

    3 Key Takeaways from Seth Klarman 's 2013 Letter http://www.oldschoolvalue.com/blog/investing-perspective/ klarman -2013-letter/?awt_l=29uXLC&awt_m=3ggRpdl9h7rtc_J

  4. Has Tesla's Valuation Looked Too Far Into The Future?


    Wed, 12 Mar 2014

    already come to incorporate much of the company's future growth. (click to enlarge) Seth Klarman , American billionaire and founder of the Baupost Group , may be best known for his book titled "Margin of Safety: Risk-Averse Value Investing

  5. Revisiting Idenix: Continues To Have Big Potential With Low Risk/High Reward


    Tue, 11 Mar 2014

    send Idenix shares at least 146% higher. We liked that at that time the conservative and highly successful investor Seth Klarman 's Baupost owned 18.48% of Idenix, the market was pessimistic on IDIX's nucleotide development and that Idenix

  6. Klarman raises alarm over asset prices, cites tech “nosebleed valuations”


    Mon, 10 Mar 2014

    Seth Klarman is warning of an impending asset price bubble ..... not for further exuberance," the Baupost Group head wrote in a letter to clients ..... t know when to re-enter: "Will [ Klarman ] call you and tell you when it's

  7. SolarCity: The Most Egregiously Overvalued Stock In The Nasdaq?


    Mon, 27 Jan 2014

    overpriced investments available to anyone willing to buy; they are not legally required to sell at a fair price." - Seth Klarman , Margin Of Safety At a fully diluted market cap of approximately $7.75 billion, a price to sales multiple at 53x

  8. The Bears' Case


    Mon, 23 Dec 2013

    Earlier this year, value investor Seth Klarman announced that he would return some ..... from a manager's bearishness. Klarman , for example, signed a letter ..... speaking, Grantham believes that Klarman was early rather than wrong

  9. Is Anything Cheap?


    Sun, 1 Dec 2013

    to being on sale. They are very much a forsaken sector. But people like [David] Einhorn, [George] Soros, [ Seth ] Klarman , [John] Paulson, and so on have purchased them recently." 'Stupid Cheap Levels' A handful of posters said they

  10. Bogle, Buffett, Dad: Morningstar Readers' Top Investment Influences


    Sun, 6 Oct 2013

    Bernstein, and Peter Lynch. In addition to Buffett, other value-investing adherents were prominent on the list, with Seth Klarman , David Dreman, and Ben Graham each receiving repeat mentions. Taylor Larimore cited Bogle as the key investment influence

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