#1095
Mentioned in 20 episodes

Margin of Safety

Risk-Averse Value Investing Strategies for the Thoughtful Investor
Book • 1991
In 'Margin of Safety', Seth Klarman discusses his views on value investing, drawing from the concepts of Benjamin Graham and David Dodd.

The book critiques speculative investing and institutional investing practices, advocating for a disciplined and risk-averse approach.

Klarman emphasizes the importance of understanding the intrinsic value of investments, avoiding false precision in valuations, and maintaining a margin of safety to mitigate potential losses.

The book is divided into sections that cover the philosophy of value investing, the critique of institutional investing, and practical strategies for determining value and managing portfolios.

Mentioned by

Mentioned in 20 episodes

Authored by
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Seth Klarman
, it's a very out-of-print book on value investing.
269 snips
Seth Klarman – Timeless Value Investing (EP.328)
Mentioned as a lasting contribution to the value investing community.
255 snips
Seth Klarman - Contrarian Investing, Discipline, and Building Baupost
Mentioned by
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Kyle Grieve
as the book to be discussed, highlighting Klarman's insights on investing.
165 snips
TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve
Mentioned by
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Shaan Puri
when discussing tech company valuations and the 'sardine bubble'.
108 snips
This Hedge Fund Manager Got Away With Insider Trading… Then Made Billions
Mentioned by
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Michael Batnick
in relation to a Bloomberg article discussing his fund's performance and investment philosophy.
73 snips
Your Budget Sucks (EP.397)
Mentioned by
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Preston Pysh
as a highly sought-after book in the value investing space, known for its limited print run.
66 snips
BTC231: Bitcoin Nation State Adoption Paradox - A Trojan Horse w/ Alex Gladstein (Bitcoin Podcast)
Mentioned by
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John Waldron
as a book written by
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Seth Klarman
that highlights his value investment philosophy.
37 snips
Seth Klarman on finding value and maintaining discipline
Mentioned by
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Jennifer Wallace
as a formative book in her investment journey.
36 snips
#46 The Numbers Lady
Mentioned by
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Alex Fitch
as the book that made him decide to become a value investor.
30 snips
Alex Fitch - Eliminating Ego and Finding Value
Recommended by
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Porter Collins
as a favorite, emphasizing its focus on downside protection and long-term value investing.
28 snips
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
Mentioned by
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Ted Seides
as the author of Margin of Safety and editor of the seventh edition of Graham and Dodd's Security Analysis.
27 snips
2023 Top Episode #1: Seth Klarman – Timeless Value Investing, EP.328
Mentioned by
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Xingxiu Shang
while discussing his fascination with investing.
27 snips
China's Investment Potential: A Deep Dive with Jingshu Zhang
Mencionado por
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Edgar Fernández
como una lectura recomendada para inversores, destacando su enfoque filosófico.
18 snips
Todos los SECRETOS para Encontrar las JOYAS Ocultas de la BOLSA | Edgar Fernández #52
Mentioned by
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Clay Finck
regarding the importance of investment managers having skin in the game.
15 snips
TIP598: A Tribute to Charlie Munger
Mentioned by David Rubenstein as a legendary book on the margin of safety concept.
Lessons From Great Investors
Recommended by
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Sven Carlin
as a book providing great insights into the market.
Warren Buffett Has Sold Almost Everything: Bear Market Looms? | Sven Carlin
Recommended by
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Preston Pysh
and
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Stig Brodersen
as one of the best value investing books.
Classic 03: Seth Klarman's Book - Margin of Safety
Mentioned by
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Brett Schafer
in relation to margin of safety.
Mastering Microcap Investing With Whit Huguley of River Oaks Capital
Mentioned by
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Mike Greene
and
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Stig Brodersen
as one of the best value investing books.
TIP318: The Passive Investing Impact w/ Mike Green (Business Podcast)

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