[Archives] Seth Klarman At Columbia Business School Conference 2008

Seth Klarman At Columbia Business School Conference 2008 by Redfield, Blonsky & Co.

[klarman]

These are notes taken from a Columbia Business School conference presented on October 2, 2008.  Seth Klarman wrote the excellent book called "Margin of Safety."  You can find our detailed notes of the book at this link  http://rbcpa.com/Notes%20To%20Margin%20of%20Safety.pdf .  I mostly included Seth Klarman's comments, yet James Grant is such a valuable resource.  James has a newsletter called Grant's Interest Rate Observer www.grantspub.com , which we find invaluable.

We have studied Seth Klarman for years and find his work to be incredibly valuable.  He reminds us that times like these when markets are down 25% or so, that value investing should have its day...