Seth A. Klarman, President, The Baupost Group, Boston, MA

[@wooh88]

What a great lecture and what a wonderful human being!

[@bmcrossland]

Always a pleasure to listen to Seth, thanks for publishing this.

[@BaclibreMa_DocJamal]

Thank you Ivey Biz school for the upload of this GREAT value investor.

[@freddiewadling2090]

It seems mandatory, in order to be a legit value investor, to have your only lengthy video(s) be really crummy visual/audio wise, preferably with the occasional old school mobile phone noises...

[@ambrosepereziii6460]

blast from the past with the 1990's cell phone leakage buzz audio that had me freaked out looking around . But its great stuff thanks.

[@TheIcelandicInvestor]

Seth is a really solid investor, I just wish that his book wasn't so expensive 😅

[@TuanTrocEnglish]

you can get pdf version for free, just search it up

[@TheIcelandicInvestor]

@@TuanTrocEnglish Thanks, I'll check it out.

[@eyalzifman5856]

11

[@timmbabwe4366]

$10 full printable PDF on Etsy

[@TheIcelandicInvestor]

@@timmbabwe4366 Nice thanks

[@chrisj8764]

Great to hear the thoughts of a master investor.

[@greigsanderson]

Superb audio.

[@marcusaurelius8686]

Volatility is volatility! PURE CLASSS

[@playerzero2236]

Amazing how few people have discovered this

[@varunjain7895]

Extremely smart and candid...

[@godbless0428]

Seth, true Master of investor

[@Stewart5225]

What a Savvy Investor!

[@chiawildy563]

Market is still not efficient. But... lets keep it that way.

[@petecheng1]

it's not efficient due to human emotions.

[@zorro149]

When was this recorded?

[@nathanwadekillebrew386]

I’m pretty sure 2009.

[@tan6043]

Now I got why his book is named Margin of Safety

[@shalomnjuguna1316]

Brilliant

[@fisherh9111]

PDL? Did that have anything to do with Daniel Shrikeli?

[@jacobkhan2640]

News Corp is trading at under $20

[@user-sx6xb5nq9l]

May you get point

[@brianhay-roe2790]

Why is Ivey Posting this?

[@rrrick83]

at 27:30 he mentions PDL pharma... ticker PDLI
he says it is trading at 6, its kow trading at 3...he said 30% annualized IRR.. stock has been declining since it was at 6 in 2015

[@rrrick83]

but this was probably recorded before 2014

[@rrrick83]

2009

[@BrennanVest]

Even the most successful investors aren’t correct 100% of the time.

[@garym2879]

This was recorded March 2009. Did well through 2009, leveled off again and did well through 2012-2014. Not too bad for a five year hold.

[@MonsieurDee]

He wasn't talking about the stock

[@KathleenMcCormickLCSWMPH]

He traded on human suffering. He needs to go away in shame.

[@siddhant_mutha]

Seems you are the most sanctimonious person ever.

[@jimjackson4256]

Who did he cause to suffer?