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Margin of Safety

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 17, 2023 by Seth Klarman · said 14 times in 4 episodes since 2021 · across every show →

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brought up most by Ted Seides (11), Ryan Batchelor (1), Porter Collins (1), John Brolin (1)

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2023 12 mentions in 2 episodes 6 per episode
2021 2 mentions in 2 episodes 1 per episode

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Everything said about Margin of Safety, oldest first

Jul 17, 2023 negative
Disclosure
Klarman: 'Margin of Safety' failed to understand the value of intangible assets
“There are some things in it I wouldn't write today. Some things I think are just wrong. I didn't really do a good job on understanding the value of intangible assets, for example.”
Seth Klarman Jul 17, 2023 ▶ 1:22:58 Seth Klarman – Timeless Value Investing (EP.328)
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