30 Big Ideas from Seth Klarman´s Margin of Safety
25 de noviembre, 2013
26
Interesante presentación con las 30 ideas de Seth Klarman presentadas en el libro Margin Of Safety.
Since founding his investment partnership in 1983, Klarman has not only produced unrivaled returns (in excess of 20% per year), but he has also from time to time offered wise and timeless commentary on markets and the craft of investing.
#17: Focus on Process, Not the Outcome
#18: Wait for the Right Pitch
#19: Complexity of Business Valuation
#20: Expecting Precision in Valuation
#21: Why Margin of Safety
#22: How Much Margin of Safety
#23: Three Elements of Value Investing
#24: Overpaying for Growth
#25: Shenanigans of Growth
#26: Conservatism and Growth Investing
#27: How Much Research and Analysis Are Sufficient?
#28: Value Investing and Contrarian Thinking
#29: Fallacy of Indexing
#30: It’s a Dangerous Place
Para ver la presentación al completo, pincha aquí:
Since founding his investment partnership in 1983, Klarman has not only produced unrivaled returns (in excess of 20% per year), but he has also from time to time offered wise and timeless commentary on markets and the craft of investing.
#1: Value Investing isn’t Easy
#2: Being a Value Investor
#3: An Investor’s Worst Enemy
#4: It’s All about the Mindset
#5: Don’t Seek Mr. Market’s Advice
#6: Stock Price Vs Business Reality
#7: Price Vs Value
#8: Emotions Play Havoc in Investing
#9: Stock Market ≠ Quick Money
#10: Stock Market Cycles
#11: How Big Investors Misbehave and Why They
Underperform
#12: Short-Term, Relative-Performance Derby
#13: First, Avoid Losses
#14: Relevance of Temporary Price Fluctuations
#15: Reasonable & Consistent Returns >
Spectacular & Volatile Returns
#17: Focus on Process, Not the Outcome
#18: Wait for the Right Pitch
#19: Complexity of Business Valuation
#20: Expecting Precision in Valuation
#21: Why Margin of Safety
#22: How Much Margin of Safety
#23: Three Elements of Value Investing
#24: Overpaying for Growth
#25: Shenanigans of Growth
#26: Conservatism and Growth Investing
#27: How Much Research and Analysis Are Sufficient?
#28: Value Investing and Contrarian Thinking
#29: Fallacy of Indexing
#30: It’s a Dangerous Place
Para ver la presentación al completo, pincha aquí:
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Este artículo tiene 2 comentarios
Estuve viendo que su fondo "buitre", Baupost Group ha comprado 27 chalets nuevos muy baratos en España.
¡Saludos, me gustó mucho el artículo!
¡Saludos, me gustó mucho el artículo!
También he encontrado que han comprado 1000 viviendas más BBVA.
Y que es la segunda vez que Seth va a devolver dinero a sus clientes, ya que cada vez es más difícil poner todo el dinero en efectivo a trabajar :)
¡Saludos!
Y que es la segunda vez que Seth va a devolver dinero a sus clientes, ya que cada vez es más difícil poner todo el dinero en efectivo a trabajar :)
¡Saludos!
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