David Dodd, every mention
3 scenes (said by Seth Klarman) · ← back to David Dodd
tap a year for its mentions
every year anyone Ted Seides 11Seth Klarman 8Tom Russo 2Lauren Taylor Wolfe 1Howard Marks 1Charlie Ellis 1Barry Sternlicht 1Andrew Milgram 1Adam Fisher 1
Verbatim, from the transcripts: the passages where David Dodd comes up
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 21:50 Seth Klarman The key definition for value investing comes from Graham and Dodd, and the idea of it is that because markets are inefficient, prices deviate from value, and that deviation, sometimes they fall below underlying value, and that makes them a… 5 times in the scene
- ▶ 35:06 Seth Klarman Graham and Dodd didn't write about private assets. 2 times in the scene
- ▶ 1:22:37 Seth Klarman I would talk much more about private investments and the applicability of Graham and Dodd principles to private investments.