Focused Compounding

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

Sep 19, 2019
Exploring the significance of margin of safety in value investing and everyday situations. Discussing the importance of margin of safety in achieving good returns and identifying companies with a margin of safety. Understanding margin of safety in debt considerations and calculating it for companies. Comparing Seth Klarman's investing style to Graham and Buffett. Emphasizing the importance of choosing stocks with a comfortable cushion for price decline.
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Episode notes
1
Introduction
00:00 • 2min
2
The Importance of Margin of Safety in Investing
01:41 • 13min
3
Understanding Margin of Safety and Debt Considerations
15:05 • 2min
4
Comparing Seth Klarman's Investing Style to Graham and Buffett and the Importance of Margin of Safety
17:16 • 3min
5
Thinking About Margin of Safety and the Importance of Information
20:08 • 3min