The Baupost Group, every mention
15 scenes (2023) · ← back to The Baupost Group
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every year 2023 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
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
- ▶ 19:04 Seth Klarman As soon as I graduated, I had an offer to go back to mutual shares, but serendipitously had an opportunity to come in at the ground floor of Baupost being formed, and that's what I chose. 5 times in the scene
- ▶ 26:05 Seth Klarman One of the things that Baupost has done over the years, we follow the basic principles.
- ▶ 33:31 Seth Klarman So in effect, how does Baopos practice value investing? 2 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?
- ▶ 51:38 Seth Klarman Sizing has been one of the strengths of Baupost over its history. 2 times in the scene
- ▶ 55:19 Seth Klarman Battlepost was founded on the principle of protecting the capital, first and foremost, of the families that founded it. 3 times in the scene
- ▶ 1:09:36 Seth Klarman When there's hardly any distressed credit, that post has to look elsewhere.
- ▶ 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
- ▶ 1:29:17 Seth Klarman This summer, Baupost will have three girls who invest, but about a dozen interns total spread out across the organization from IT and HR and communications.
- ▶ 1:33:38 Seth Klarman I've never talked about it, but in the earliest days of Baupost, we had this great idea that was a closed-end publicly traded mutual fund that had omitted some dividends, and it was in arrears, and as you know, they have to clean those up…