Margin of Safety, every mention
5 scenes · ← back to Margin of Safety
tap a year for its mentions
every year anyone Ted Seides 11Ryan Batchelor 1Porter Collins 1John Brolin 1
Verbatim, from the transcripts: the passages where Margin of Safety comes up
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 4:39 Ted Seides Seth authored the very out of print margin of safety and edited the recently released seventh edition of Graham and Dodd's value investing classic security analysis. 2 times in the scene
- ▶ 1:21:25 Ted Seides Seth, somehow we've gone an hour and a half without mentioning the phrase margin of safety, so I feel like I have to ask you about the one book that you wrote, and whether you have any reflections on 9 times in the scene
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- ▶ 32:42 Porter Collins Klarman's book, Margin of Safety, which is one of my favorites.
Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14)
- ▶ 16:44 John Brolin So Seth Klarman and reading the things that he's written over the years, reading Margin of Safety,
Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
- ▶ 51:06 Ryan Batchelor He did write a book, Margin of Safety, which retails for thousands on eBay if you try to find a copy.