Seth Klarman: The $30 Billion Value Investor

We have all heard about the “Oracle from Omaha”, but what about the “Oracle from Boston”? According to famed professor Bruce Greenwald at Columbia Business School, Warren Buffett once said that he would only invest with tree outside managers if he ever decided to retire and stop managing money on behalf of Berkshire Hathaway. One of them was Seth Klarman from the Baupost Group. In this video, you will learn the key components of Seth Klarman's investing, which has allowed him to turn $30 million from 1983 into $30 billion today. You will also learn what his current portfolio looks like, and about his biggest holdings.
The “father of value investing” Benjamin Graham and his magnum opus: SECURITY ANALYSIS: bit.ly/2vNzkw7
Timestamps for re-watching:
00:00 Intro
00:55 Life & Career of Seth Klarman
03:33 Value Investing #1: The margin of safety
06:08 Value Investing #2: Flexibility
08:38 Value Investing #3: Long-term Orientation
10.22 Value Investing #4: Focus on Business Risk
11:57 Value Investing #5: Absolute Orientation
13:28 Seth Klarman’s Current Portfolio
My goal with this channel is to help you make more money and improve your personal finances. How to become a millionaire? There are many ways to get there - investing in the stock market, becoming a stock trader, doing real estate investing, or why not becoming an entrepreneur? But whether you are interested in how to invest in stocks or investing strategies for creating passive income with rental properties - I hope to be able to provide you with a solution (or at least an idea) here. Warren Buffett - the greatest investor of our time - says that you should fill your mind with competing ideas and then see what makes sense to you. This channel is about filling your mind with those ideas. And in the process - upgrading your money-making toolbox.

Пікірлер: 141

  • @TheSwedishInvestor
    @TheSwedishInvestor3 жыл бұрын

    The “father of value investing” Benjamin Graham and his magnum opus: SECURITY ANALYSIS: bit.ly/2vNzkw7

  • @arturostyles1711

    @arturostyles1711

    3 жыл бұрын

    I can't believe you guys keep watching nice videos like this and still don't know where to invest ... Lol

  • @ReliableisHere

    @ReliableisHere

    3 жыл бұрын

    The Swedish Investor can I add you on discord to talk to you about money making opportunities and discussing stocks and wrinkles in the market would love to get some feedback from you brother have a blessed day I’ll look out for the scammers

  • @olegscheffner3373
    @olegscheffner33732 жыл бұрын

    You're doing an amazing job! One of the best channels here :) Go on!!!

  • @englishcoach7772
    @englishcoach77723 жыл бұрын

    Love your videos. Used to watch them every week. I'd like to watch more.

  • @TheSwedishInvestor

    @TheSwedishInvestor

    3 жыл бұрын

    More to come englishcoach777! I'm very thankful for your support!

  • @LoneMonk1111
    @LoneMonk11113 жыл бұрын

    Thanks for the knowledgeable content.Wouldn't know about Seth and Baupost if it wasn't for you.Always looking forward to your uploads.

  • @learningenglish8812
    @learningenglish88123 жыл бұрын

    Very good!

  • @Je.rone_
    @Je.rone_3 жыл бұрын

    Great investors such as this give me hope in & something to aspire to

  • @TheMoneyPlantChannel
    @TheMoneyPlantChannel3 жыл бұрын

    Great video. Fantastic insight into a world class investor!

  • 3 жыл бұрын

    I love Klarman and he's clearly a very smart investor who shares Buffett's philosophy which is the only investment philosophy that will work in the long run. But he has underperformed benchmark indices for over 10 years now. This is quite shocking and I hope his investments will provide better returns in the years to come.

  • @diseasefire

    @diseasefire

    3 жыл бұрын

    I think the last decade with it`s irrational growth has hit pretty much all of the value investors, but it`s a temporary thing. It`s unlikely that the market will be able to stay at the current overvaluation levels

  • @NK-mr3rh

    @NK-mr3rh

    3 жыл бұрын

    @@diseasefire lets see what Klarman and these other value investors do in the next decade when indices will probably return 5% or so

  • @define7433
    @define74333 жыл бұрын

    doubled my money already, turned 1 into 2 dollars

  • @brunomanco7529

    @brunomanco7529

    2 жыл бұрын

    Debt free?

  • @RahulKashyap-ij9re
    @RahulKashyap-ij9re3 жыл бұрын

    pls make a summary on strait path to real estate wealth by kris krohn

  • @DavidGomez-ut9th
    @DavidGomez-ut9th3 жыл бұрын

    Hey Swedish Investor, how about a review on "The man who solved the market" - based on Jim Simons.

  • @amaetfacquodvis2450

    @amaetfacquodvis2450

    3 жыл бұрын

    @@scientificinvestor2326 scammer!

  • @geniusboy3521

    @geniusboy3521

    3 жыл бұрын

    It's there on his channel

  • @landi2244
    @landi2244 Жыл бұрын

    13:16 you misspelled "Lifetime" as Liftime. I enjoyed the video, thank you.

  • @maryhillocks2223
    @maryhillocks22233 жыл бұрын

    That's my traget for 2021" I turned $100,000 into $300,000 in 2020" I hope for the best this year!

  • @albertoabraam9963

    @albertoabraam9963

    3 жыл бұрын

    Thought of things can make them come to reality but you sure did a great job in 2020. What do you do?

  • @cryptomobster9285

    @cryptomobster9285

    3 жыл бұрын

    200k to 300k

  • @sophiajames3571

    @sophiajames3571

    3 жыл бұрын

    She said 100k

  • @maryhillocks2223

    @maryhillocks2223

    3 жыл бұрын

    @@albertoabraam9963 I have made that voluminous profit Investing in forex market with Mr Robert Anderson

  • @scarletalicia5927

    @scarletalicia5927

    3 жыл бұрын

    I have given up in Forex, I've traded and lost a lot

  • @kgwawers
    @kgwawers3 жыл бұрын

    Thanks for these great videos!

  • @kaustubhjoshi7455
    @kaustubhjoshi74552 жыл бұрын

    Hey Swedish Investor where can I find the statement of Bruce, where he tells that warren buffet chose Seth Klarman to manage money, love your content.

  • @raikalogydigital4627
    @raikalogydigital46273 жыл бұрын

    Well dear ❣️From india

  • @pradeepdarji5407
    @pradeepdarji54073 жыл бұрын

    He has written chapter commentry on security analysis.

  • @noblexavierrossom
    @noblexavierrossom2 жыл бұрын

    Can you do a video on Bruce Wayne..? the Oracle of Gotham

  • @MrAdhito
    @MrAdhito3 жыл бұрын

    Great video as always !

  • @scientificinvestor2326

    @scientificinvestor2326

    3 жыл бұрын

    For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....,,

  • @maxwalker1159
    @maxwalker11593 жыл бұрын

    Cool

  • @sofusaxelsen4029
    @sofusaxelsen40293 жыл бұрын

    Hey! Can you make a video on how to invest 1 million dollar? 30 Billion is damn big, pretty impossible for the majority. I think if someone works really hard in 10 years then the average money he might earn is between 500,000 and 1 million dollar. That amount of money is big enough to live comfortably in cheaper countries outside US and Western Europe.

  • @marklaffan4
    @marklaffan43 жыл бұрын

    Hi Swedish Investor. How about a 5 Takeaways from Trading in the Zone, by Mark Douglas as a future video? Would love to see it.

  • @hou-fuking502

    @hou-fuking502

    3 жыл бұрын

    Financial Wisdom already has it kzread.info/dash/bejne/n2WYzK-Nm6qrY7Q.html

  • @marklaffan4

    @marklaffan4

    3 жыл бұрын

    @@hou-fuking502 Cheers buddy

  • @diseasefire
    @diseasefire3 жыл бұрын

    Thank you for your beautiful videos as always bro! It`s funny though how in the comments you can find so many confused people, forex traders and crypto fanatics lol

  • @scientificinvestor2326

    @scientificinvestor2326

    3 жыл бұрын

    For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....,,

  • @proych78

    @proych78

    3 жыл бұрын

    These spammers are everywhere nowadays with their bag of cryptos.

  • @CF3R4S
    @CF3R4S3 жыл бұрын

    Great Video! Can you make a Video about the Strategy and Portfolio of Terry Smith?

  • @marksoberay2318
    @marksoberay23183 жыл бұрын

    Hmmm how come these compounding calculations never include taxes

  • @pornstarpat
    @pornstarpat2 жыл бұрын

    Is there a margin of safety top 5 take away? Or is this kind of it?

  • @jazzbeau507
    @jazzbeau507 Жыл бұрын

    Too many people now know about fear and greed, and so some of those profits have been arbitraged away. Also, opportunities are now available to more people as asset classes are more widely available, so those excess profits have been arbitraged away. There are still opportunities to beat the market, and Buffet and Klarman e.g. were able to get assets during the2009 great recession that were not publicly available,due to their stature and wherewithal. Having money to purchase distressed assets is another advantage that rich people will have, since others may be losing their jobs or security during that time.. The above gold coins are not as shiny as they used to be for Buffet and Klarman, however they still work to some extent.

  • @pritishjacob2084
    @pritishjacob20843 жыл бұрын

    Thank you. That's a great video. Who are the other 2 investment managers warren buffet recommends

  • @vivekramachandran2103

    @vivekramachandran2103

    3 жыл бұрын

    One of them is Howard Marks. Buffet has often publicly stated he follows oaktree newsletter.

  • @diseasefire

    @diseasefire

    3 жыл бұрын

    Greg Alexander and li lu

  • @leswhynin913

    @leswhynin913

    2 жыл бұрын

    I figured it was Peter Lynch and Howard Marks, but who knows

  • @saivamsikrishnaposani7157
    @saivamsikrishnaposani7157 Жыл бұрын

    Can anyone please tell me who are the other two managers

  • @AZIAK12
    @AZIAK123 жыл бұрын

    Actually, Beta does makes the user realize that they could get a stocks at a better price because the higher the Beta,the higher the discount rate thus the lower the intrinsic value,it tells the user that they should get a stocks at a lower price because of the lower intrinsic value

  • @diseasefire

    @diseasefire

    3 жыл бұрын

    Klarman doesnt use beta to calculate his discount rate though. He does it the same way of warren buffett

  • @Taygoo15
    @Taygoo153 жыл бұрын

    You can get his book on Etsy for like $10

  • @CapitalWorksPro

    @CapitalWorksPro

    2 жыл бұрын

    Reproductions, yes. Not the original copies though.

  • @nsfarm4610

    @nsfarm4610

    2 жыл бұрын

    Its free too

  • @DevJobalia
    @DevJobalia3 жыл бұрын

    Viewing your video gives us a better edge than our previous knowledge. Even if we see a video again we can find out more things to understand

  • @scientificinvestor2326

    @scientificinvestor2326

    3 жыл бұрын

    For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....,,

  • @MrTy1984
    @MrTy1984 Жыл бұрын

    Found it

  • @rockefroth4770
    @rockefroth47703 жыл бұрын

    0:11 So who are 2 others?

  • @danielakomolafe8119

    @danielakomolafe8119

    3 жыл бұрын

    Li lu and Greg Alexander

  • @kartiiksrma
    @kartiiksrma3 жыл бұрын

    Hey Swedish investor what do you think about the book dead company walking

  • @kartiiksrma

    @kartiiksrma

    3 жыл бұрын

    @@randomguy-vt6xi thnx btw I knew that

  • @vishalmishra7018
    @vishalmishra70183 жыл бұрын

    who are the other two investors that warren buffet picked?

  • @scientificinvestor2326

    @scientificinvestor2326

    3 жыл бұрын

    For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....

  • @HRHSiyathokozaMweli
    @HRHSiyathokozaMweli3 жыл бұрын

    Oh the art of buying Christmas gifts in January 🥰 aka Margin of Safety, how can you not fall in love. Thank you for this, respect and salutations from South Africa 🇿🇦

  • @mawean

    @mawean

    3 жыл бұрын

    @The Swedish Investor Did you get hacked?!? Or is this someone copying your account? These bullshit messages really don’t fit to your style/behaviour...

  • @HRHSiyathokozaMweli

    @HRHSiyathokozaMweli

    3 жыл бұрын

    @The Swedish Investor do I have to be in the US when contacting her?

  • @TheSwedishInvestor

    @TheSwedishInvestor

    3 жыл бұрын

    Yea, someone has created an account with the same name and used the same logo as me (I'm surprised that is even possible). When it really is my account answering the comments, it can be seen as it will say something like "view X replies from The Swedish Investor and others"

  • @TheSwedishInvestor

    @TheSwedishInvestor

    3 жыл бұрын

    I do not recommend her myself, someone used an account with a similar name as mine and a similar logo.

  • @Mohammed-cj2dw
    @Mohammed-cj2dw3 жыл бұрын

    turn on the subtitle

  • @scientificinvestor2326

    @scientificinvestor2326

    3 жыл бұрын

    For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....,,

  • @bobbydigital215
    @bobbydigital2153 жыл бұрын

    #EBAY 🚀🚀🚀

  • @scientificinvestor2326

    @scientificinvestor2326

    3 жыл бұрын

    For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....

  • @Leanne-xy3rt
    @Leanne-xy3rt3 жыл бұрын

    Thanks for the video can we see your portfolio please

  • @ahmedhani2000
    @ahmedhani20003 жыл бұрын

    Hello my best friend Swedish investor ...Thanks for your efforts .

  • @Biigmiick

    @Biigmiick

    3 жыл бұрын

    Michael Adams Jay is a guru. He is available on WhatsAp p

  • @Biigmiick

    @Biigmiick

    3 жыл бұрын

    + 1 8 0 8 3 2 0 1 8 1 3.

  • @Biigmiick

    @Biigmiick

    3 жыл бұрын

    Expert Adams can help you out just reach out to him directly he is a professional trader .

  • @comptetest5111
    @comptetest51113 жыл бұрын

    The market prince isn't the fair price considering all investors use all the information wisely ?

  • @scientificinvestor2326

    @scientificinvestor2326

    3 жыл бұрын

    For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....,,

  • @comptetest5111

    @comptetest5111

    3 жыл бұрын

    @@scientificinvestor2326 man you should set up a discord channel to talk investments that would be awesome !

  • @diseasefire

    @diseasefire

    3 жыл бұрын

    For those who believe in the efficient market theory but if you are a value investor you inherently dont believe in it

  • @danielvalentino9367
    @danielvalentino93673 жыл бұрын

    Please add automatical subtitle please!

  • @Biigmiick

    @Biigmiick

    3 жыл бұрын

    Here speak with an expert trader directly. I Advise you speak with Sir Adams directly he is an expert trader he makes me my maximum profit weekly.

  • @Biigmiick

    @Biigmiick

    3 жыл бұрын

    He is available on WhatsApp

  • @Biigmiick

    @Biigmiick

    3 жыл бұрын

    + 1 8 0 8 3 2 0 1 8 1 3

  • @siggiAg86
    @siggiAg863 жыл бұрын

    When do we get to see your portfolio? 🤗🙏

  • @siggiAg86

    @siggiAg86

    3 жыл бұрын

    @Rush Clinton Iceland 🇮🇸

  • @petersanmiguel1164
    @petersanmiguel11642 жыл бұрын

    Seth Klarman - Rhino

  • @OurWorldofDanceSport
    @OurWorldofDanceSport3 жыл бұрын

    I hope one day I'll find a video about me on your channel😎

  • @TheIcelandicInvestor
    @TheIcelandicInvestor3 жыл бұрын

    I had never heard of the oracle of Boston 😀

  • @jbullionaire2749
    @jbullionaire27493 жыл бұрын

    Interesting vid!

  • @-m7048
    @-m70483 жыл бұрын

    The other two guys Buffett would let manage his money are???

  • @diseasefire

    @diseasefire

    3 жыл бұрын

    Li lu from Himalaya Capital and Greg Alexander from Sequoia fund

  • @mawean

    @mawean

    3 жыл бұрын

    @@diseasefire Appreciated!👍

  • @detorreonpla3424
    @detorreonpla34243 жыл бұрын

    Buffet is Jordan and Klarman is Kobe Bryant....

  • @scientificinvestor2326

    @scientificinvestor2326

    3 жыл бұрын

    For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....

  • @marc18hro
    @marc18hro3 жыл бұрын

    Great video! Seth Klarman is one of my favourites investors of all time.

  • @VastKnowledge
    @VastKnowledge3 жыл бұрын

    Things that don't exist: Time Travel A cure for cancer A Swedish Investor video that is low quality

  • @winstonsmith2079

    @winstonsmith2079

    3 жыл бұрын

    If you look over the lip of a black hole you will see and experience the "event horizon" enabling to you see the past and present simultaneously and there are many many treatments for various cancers. Just saying.

  • @George-ps5
    @George-ps5 Жыл бұрын

    It’s not hard to turn $30 million into billions with compound interest

  • @christopheryoung2368
    @christopheryoung23683 жыл бұрын

    Good intro.

  • @JC-jd7gu
    @JC-jd7gu3 жыл бұрын

    Looking forward to Seth's Margin of Saftey summary...

  • @loganshearer7706
    @loganshearer77063 жыл бұрын

    Do you know who the other two managers are as well?

  • @fundamentalanalysiswithasw3444

    @fundamentalanalysiswithasw3444

    3 жыл бұрын

    Li lu

  • @diseasefire

    @diseasefire

    3 жыл бұрын

    @@fundamentalanalysiswithasw3444 correct and the last one is Greg Alexander

  • @fundamentalanalysiswithasw3444

    @fundamentalanalysiswithasw3444

    3 жыл бұрын

    @@diseasefire what type investor he is ???I hardly find any details abt him

  • @diseasefire

    @diseasefire

    3 жыл бұрын

    @@fundamentalanalysiswithasw3444 he is a value investor like li lu and warren but yeah he keeps a low profile

  • @diseasefire

    @diseasefire

    3 жыл бұрын

    @@fundamentalanalysiswithasw3444 he works at sequoia fund anyway for Ruane

  • @thetriumphanthustler7001
    @thetriumphanthustler70013 жыл бұрын

    "When you want to succeed as bad as you want to breathe, then you'll be successful" -Eric Thomas

  • @scientificinvestor2326

    @scientificinvestor2326

    3 жыл бұрын

    For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....,,

  • @Real.Estate.Report
    @Real.Estate.Report3 жыл бұрын

    Somebody is sitting in the shade today because somebody planted a tree a long time ago. -Warren Buffett

  • @Dfm_Sushil
    @Dfm_Sushil3 жыл бұрын

    ❤️

  • @sparshbasnet4067
    @sparshbasnet40673 жыл бұрын

    First viewer

  • @owentomos2306

    @owentomos2306

    3 жыл бұрын

    1,116 viewer

  • @Snusnu2977
    @Snusnu29773 жыл бұрын

    1117 th view 9th comment

  • @shanetwomey4403
    @shanetwomey44033 жыл бұрын

    Please stop putting on voices when quoting people

  • @st0a

    @st0a

    2 ай бұрын

    No.

  • @blerly121212
    @blerly1212123 жыл бұрын

    a-loo-min-ee