The Value Hunter Seth Klarman Searches For Bargains — Barron's 1991 Interview – Spinoffs

Rupert Hargreaves

Published onJuly 30, 2015

Updated on May 13, 2021

Moving away from distressed debt, Seth Klarman started to discuss a traditional Graham and Dodd value play that he was currently interested in.

The company in question was called Esco Electronics, a spinoff from Emerson Electric.

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Seth Klarman: True value

Esco Electronics was a traditional value play that was trading at such a deep discount to book, it was difficult to pass up the opportunity. Indeed, at the time Esco was trading at only 8% of book...

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Rupert Hargreaves

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha

The Value Hunter Seth Klarman Searches For Bargains — Barron's 1991 Interview – Spinoffs

Seth Klarman: True value

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