The Baupost Group, every mention
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Verbatim, from the transcripts: the passages where The Baupost Group comes up
Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
- ▶ 10:54 Michael Mauboussin We come to believe the same thing, and there I like to invoke this really wonderful line from Seth Klarman at Baupost, where he says, value investing in its core is the marriage between a contrarian streak and a calculator, which is to say…