Sublime

There is no better margin of safety than a management able to increase intrinsic value over time. Bill Nygren is clear about it https://t.co/XdAXasMTuj

In 2005, Seth Klarman wrote a short paper about the painful decision to hold cash. Great weekend read. https://t.co/HZIGZk6BKV

The Forgotten Lessons of 2008 by Seth Klarman of Baupost Group. https://t.co/Y2HWe8nmTd

Benjamin Graham A compilation of everything he has ever said and written • A few key takeaways: • Always use a margin of safety • Mr. Market is a Manic-Depressive • Price is what you pay. Value is what you get https://t.co/TGyB4DXY7F

Stephen Mandel is arguably the greatest analyst of all time and undisputedly one of the all-time great fund managers. Seth Klarman declared “Steve Mandel is the best industry analyst I’ve ever met, who became the best long-short hedge-fund manager of his generation.” Paul Tudor Jones noted... See more

"Successful investing goes hand in hand with productive worrying", says Seth Klarman. This excerpt from 2005 is a great essay on short-term thinking, productive vs unproductive worrying, risk, and biases. https://t.co/LnVsu5dWXn

The Danger In Buying the Biggest by Mohnish Pabrai https://t.co/zoNw7O9gc5

Seth Klarman's Net Worth is over $1.5 billion Copies of his book "Margin of Safety" have sold for $3,000. No reprints & hard to get a copy. 20 Investing Lessons from Seth Klarman: https://t.co/VLaY5Am3Ak