We thought readers would be interested in some recent Seth Klarman coverage on a variety of topics but especially 2017 letter highlights for those who missed - see links below to read everything and let us know if we are missing anything important!
Klarman On
the danger of Chinese leverage
Discipline while value investing in bubby times
Also
Backward thinking
Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.
Get articles and insights from our weekly newsletter.
By entering your email, you agree to our Terms of Service and Privacy Policy.
