The Baupost Group, every mention
3 scenes (2019) · ← back to The Baupost Group
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every year 2019 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
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…
- ▶ 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.