We thought you might be interested in this compilation of quotes from The Baupost Group founder Seth Klarman. Culled from hundreds of pages of articles, letters, interviews and transcripts, these excerpts reveal Klarman’s take on how to find bargains…
Last month we had a chance to chat with the 2014 Ira Sohn Contest winner Michael Guichon, a Columbia University MBA student. His idea, Fiat, was selected by a panel of judges, including Joel Greenblatt, Bill Ackman, Seth Klarman, and…
The Buffett charity lunch bidding has begun. Some past winners have remained anonymous, others have used it to promote themselves, and one in particular got himself a decent new job out of it. The most interesting footnote, though, is the…
Presentation:
GLRE is the only managed account run parallel to Greenlight’s main hedge fund.
It has been 5 yrs into the recovery. Corporate profits have increased a lot and continue to grow. Current earnings expectations are high at a…
In this video (which has a scant 780 views) from the recent Ivey School of Business Value Conference, Wilbur Ross lays out his rationale for buying both Bank United and Bank of Ireland during the credit crisis. It is rare…
Dream Big: A Glimpse Inside the Strategies and Tactics of 3G Capital
This book has long been on my list to read, but unfortunately it had only been published in Portuguese. Last week an English version was released and you…
This is a great profile by the Globe and Mail of Constellation Software’s Mark Leonard. If you haven’t heard of Constellation, it might be worth getting up to speed. The stock has returned over 1,500% since its…
I’ve read the transcript of this speech several times, but had never heard the audio before. Obviously, I’m a little late to this party since there are over 100k views, but wanted to highlight it…
I am excited to announce that the 2014 Santangel’s Investor Forum will be held on October 23rd in New York City. Tickets will go on sale in the next few days to those who attended the Forum in the…
If you aren’t on the weekly Value Links email distribution already, here is a sample of what you have been missing. We send an email like this almost every week and it includes links to commentary, speeches, and interviews…