Margin of Safety is a book by Seth A. Klarman, a billionaire whose ideas are often described as out in left field when it comes to investing. An investor and hedge-fund manager, Klarman is currently the chief executive as well as theportfoliomanager of Baupost Group, which is a private i...
对冲基金传奇人物Seth Klarman去年第四季度大举投资亚马逊、谷歌和Facebook母公司 史上最顶尖的基金经理之一Seth Klarman在去年第四季度将其公司在亚马逊的股份增加了两倍，这是对大型科技公司的几笔大笔押注之一。 美国证券交易委员会提交的13-F文件显示，Seth Klarman的Baupost增持了亚马逊299％的股份。它在谷歌母公司A...
These ideas are hardly all-encompassing of the wisdom Klarman distills through this amazing book, but these have helped me as an investor over the years. This book was written almost 30 years ago, yet Klarman’s ideas are perfectly suitable today. 30 Big Ideas from Seth Klarman’s Margin o...
作者: 硬核价投大佬Seth Klarman 这次也向FAAMG屈服了, 买入了$Facebook(FB)$$谷歌C(GOOG)$, 再一次证明买龙头股一样能价投, 最重仓位依然是$eBay(EBAY)$这一波V型反弹也全部涨回来了
Strategies, Riskaverse Value InvestingInvestor, ThoughtfulKlarman, Seth AGroup, BaupostYork, NewLibrary, PublicKlarman, Seth