Seth Klarman, every mention
35 scenes · ← back to Seth Klarman
tap a year for its mentions
every year anyone Ted Seides 13Ryan Batchelor 10Herb Wagner 10Paul Sonkin 3Kip McDaniel 3David Salem 3Reuben Munger 2Michael Mauboussin 2John Brolin 2Scott Bessent 1
Verbatim, from the transcripts: the passages where Seth Klarman comes up
Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
- ▶ 10:53 Eric Brooks Came back to Harvard Business School, worked for Seth Klarman at the Baupost Group while I was there, which was a transformative experience.
- ▶ 15:55 Ted Seides Going into Abri with the lens of you want to be around the right people, you'd experienced value investing, certain type of risk reward alongside of Seth, the privatization of Eastern Europe, a wildly different type of volatility within a…
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
- ▶ 49:15 Jay Ripley When I was doing my original LP study, I was reading all the seminal texts from Swenson and Klarman and all these folks, and was learning a ton about investing and what's worked for institutions and endowments over time.
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 0:28 Ted Seides My guest on today's show is Herb Wagner, the managing partner of FinePoint Capital, a four billion dollar opportunistic value hedge fund he founded 11 years ago after spending 14 years at Baupost and two at Appaloosa under legendary…
- ▶ 14:19 Herb Wagner Another incredibly fortunate thing, Ted, for me is I've worked for two of the best investors of my generation, Dave Tepper and Seth Klarman.
- ▶ 16:36 Herb Wagner I got a call from somebody who knew Seth, who said Seth was looking to add to the team. 7 times in the scene
- ▶ 1:02:52 Herb Wagner When I look back at Seth and Baupost and what a phenomenal culture and firm that he built, I took it for granted a little bit that was going to be easy. 2 times in the scene
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
Scott Bessent - Macro Maven (EP.415)
- ▶ 23:53 Scott Bessent That can happen with stock pickers like Seth Korman.
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
- ▶ 2:15 Ted Seides This year's event takes place on October 24th in Boston and features a ridiculous lineup of speakers, including Boston investment legends, Seth Klarman from Baupost, David Fialco from General Catalyst, Nancy Zimmerman from Bracebridge,…
Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)
- ▶ 5:48 Ted Seides This year's event takes place on October 24th in Boston and features a ridiculous lineup of speakers, including Boston investment legends Seth Klarman from Baupost, David Fialco from General Catalyst, Nancy Zimmerman from Bracebridge, Will…
David Salem - Investment Wisdom from the Owner's Box (EP.409)
- ▶ 9:43 David Salem The guy who sat right next to me in the investment management elective, which was my first serious exposure to investing, was a guy named Seth Klarman. 3 times in the scene
Ana Marshall – The Climb to Investment Excellence (EP.360)
- ▶ 4:58 Ted Seides Seth Carman from Baupost, Sir Christopher Hahn from TCI, Paul Singer from Elliott,
- ▶ 51:02 Ana Marshall I used to have a litany of them written on my walls, because I think there's everybody from Seth Klarman of just how to do proper valuations and never lose sight that at the end of the day, valuations matter.
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.
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
- ▶ 25:57 Ted Seides Look, Seth Klarman refers to value investing as the combination of a contrarian streak and a calculator.
Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- ▶ 6:12 Savneet Singh And so I started writing all of the investors that had gone to Cornell, Seth Klarman and Dwight Anderson, all these guys, and probably none of them remember me messaging them.
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, 2 times in the scene
Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
- ▶ 16:00 Ryan Batchelor And during that second year, read dozens of investment books, studied the patterns of the best investors, Warren Buffett, Benjamin Graham, Seth Klarman, Phil Fisher, a nod to your growth side, Paul.
- ▶ 50:01 Ryan Batchelor A close second is Seth Klarman, a little less well-known, phenomenal hedge fund manager. 9 times in the scene
Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
- ▶ 6:59 Reuben Munger And so, you know, had a phone call with Seth, Carmen then, and ended up going up to Boston, having the most interesting three and a half hour interview of my life.
- ▶ 7:50 Reuben Munger Seth set a great example of how to engage in a community and think about being more than just sitting at a desk and making money for yourself and for your investors.
Khe Hy – Radical Shift from Investing to Purpose (Capital Allocators, EP.101)
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…
- ▶ 14:13 Michael Mauboussin Well, I think you try to monitor all these things, and that's why I would just anchor back on that Klarman thing, which is to say, every time everyone seems to be uniformly constructive or pessimistic about something, you first want to…
- ▶ 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.
Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
- ▶ 33:08 Rahul Moodgal And that again goes back to the point I made about Seth is sort of really trying to sit in those people's shoes and understanding
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 12:05 Josh Wolfe I'm inspired by deep value, Buffett, Munger, you know, Markle type, Klarman.
Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
- ▶ 42:11 Brian Portnoy That relationship between risk and return, putting risk first, but Seth Klarman and many of the great investors you and I have met over time, they engage in something that I've now labeled, they want to be less wrong.
Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
- ▶ 16:14 Ted Seides So to give a fun, easy example, 1520 years ago, many people didn't know who Baupost or Seth Klarman was. 3 times in the scene
Deep Dive into Hedge Funds (Capital Allocators, EP.34)
- ▶ 1:15:21 Ted Seides I heard about the book from Seth Klarman, and so for those who care more about what Seth says than what I do, which probably includes me, he was the one who first recommended it to me, and it's a phenomenal book. 2 times in the scene
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 29:21 Paul Johnson But you get to somebody like Mario or Seth or Buffett, they have these incredibly nuanced
- ▶ 49:02 Paul Sonkin So if you look at, like, one of the greats, like my hero, Seth Klarman, uh, 3 times in the scene
Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
- ▶ 25:46 Kip McDaniel Think of Seth Klarman. 3 times in the scene