Seth Klarman, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Seth Klarman comes up

loading…

▶ 43:10 Khe Hy But again, I mean, it's the same way that like the Seth Klarman's and the Buffett's is like, if you can then shift that from being a disadvantage to an advantage in their case, like true permanent long-term capital, yo, it is green open…

▶ 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…

▶ 37:08 Ted Seides So someone like Warren, obviously, Seth Klarman at Bowpost, just a brilliant, brilliant communicator.

▶ 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

Turn any episode into a week of clips.