The Baupost Group, every mention
16 scenes (said by Ted Seides) · ← back to The Baupost Group
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every year anyone Ted Seides 36Seth Klarman 16Reuben Munger 5Herb Wagner 2Bill Orem 2Michael Mauboussin 1Michael Leffell 1Jim Dunn 1Eric Brooks 1
Verbatim, from the transcripts: the passages where The Baupost Group comes up
Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
- ▶ 2:40 Ted Seides Eric's experience prior to founding Ethos in 2019 spanned privatizations in Eastern Europe, value investing at Baupost, and 20 years at Abri Partners.
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 0:28 Ted Seides My guest on today's show is Herb Wagner, the managing partner of FinePoint Capital, a four billion dollar opportunistic value hedge fund he founded 11 years ago after spending 14 years at Baupost and two at Appaloosa under legendary…
- ▶ 15:43 Ted Seides When you think about the Appaloosa style, the Baupost style, almost opposite ends of the spectrum in terms of risk taking, what did you see, say first at Appaloosa in seizing that opportunity when it's there? 10 times in the scene
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
- ▶ 2:15 Ted Seides This year's event takes place on October 24th in Boston and features a ridiculous lineup of speakers, including Boston investment legends, Seth Klarman from Baupost, David Fialco from General Catalyst, Nancy Zimmerman from Bracebridge,…
Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)
- ▶ 5:48 Ted Seides This year's event takes place on October 24th in Boston and features a ridiculous lineup of speakers, including Boston investment legends Seth Klarman from Baupost, David Fialco from General Catalyst, Nancy Zimmerman from Bracebridge, Will…
Ana Marshall – The Climb to Investment Excellence (EP.360)
- ▶ 4:58 Ted Seides Seth Carman from Baupost, Sir Christopher Hahn from TCI, Paul Singer from Elliott,
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 4:25 Ted Seides My guest on today's show is Seth Klarman, legendary value investor and president of the Baupost Group, an investment firm founded in 1982 that manages twenty seven billion dollars. 4 times in the scene
- ▶ 38:36 Ted Seides I'd love to dive into how you apply a lot of this at Baupost, and maybe the first part of that investment process is this idea of sourcing these opportunistic areas that might be ripe for some inefficiency. 4 times in the scene
- ▶ 44:16 Ted Seides Once you've found one of these opportunities, pattern recognition, canvassing wide, what does a fully vetted process at Balpost look like from seeing the opportunity to doing the deep dive to when you're ready to make an investment?
- ▶ 48:52 Ted Seides How have you gone about evolving that decision-making process as Baupost has grown in number of people over the years?
- ▶ 1:11:28 Ted Seides I'd love to take a step back and talk a little bit about the business of Baupost. 2 times in the scene
- ▶ 1:14:39 Ted Seides How have you thought about the legacy of Baupost? 4 times in the scene
Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
- ▶ 3:59 Ted Seides Ruben started Vision Ridge in 2008 after a decade of value investing experience at the Baupost Group. 2 times in the scene
Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
- ▶ 41:56 Ted Seides If you take outside of Baupost, which is a notorious example of, you know, Seth and the team have run for a long time with a big healthy cash balance and from their returns have sort of earned the right and trust of their investors to do…
Ted Seides – Interviewing and Manager Meetings (Capital Allocators, EP.94)
- ▶ 37:08 Ted Seides So someone like Warren, obviously, Seth Klarman at Bowpost, just a brilliant, brilliant communicator.
Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
- ▶ 16:14 Ted Seides So to give a fun, easy example, 1520 years ago, many people didn't know who Baupost or Seth Klarman was.