Ep 116. How to Think About Margin of Safety, Seth Klarman, The Intelligent Investor, and Advice on Looking for Stocks With a Margin of Safety
Focused Compounding
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Comparing Seth Klarman's Investing Style to Graham and Buffett and the Importance of Margin of Safety
The hosts analyze Seth Klarman's investing style, comparing it to Graham and Buffett. They discuss Klarman's cash holdings, merger arbitrage strategy, and his preference for durable industries with predictable earnings growth.
Play episode from 17:16
Transcript
