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
The “father of value investing” Benjamin Graham and his magnum opus: SECURITY ANALYSIS: bit.ly/2vNzkw7
@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
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
You're doing an amazing job! One of the best channels here :) Go on!!!
Love your videos. Used to watch them every week. I'd like to watch more.
@TheSwedishInvestor
3 жыл бұрын
More to come englishcoach777! I'm very thankful for your support!
Thanks for the knowledgeable content.Wouldn't know about Seth and Baupost if it wasn't for you.Always looking forward to your uploads.
Very good!
Great investors such as this give me hope in & something to aspire to
Great video. Fantastic insight into a world class investor!
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
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
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
doubled my money already, turned 1 into 2 dollars
@brunomanco7529
2 жыл бұрын
Debt free?
pls make a summary on strait path to real estate wealth by kris krohn
Hey Swedish Investor, how about a review on "The man who solved the market" - based on Jim Simons.
@amaetfacquodvis2450
3 жыл бұрын
@@scientificinvestor2326 scammer!
@geniusboy3521
3 жыл бұрын
It's there on his channel
13:16 you misspelled "Lifetime" as Liftime. I enjoyed the video, thank you.
That's my traget for 2021" I turned $100,000 into $300,000 in 2020" I hope for the best this year!
@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
3 жыл бұрын
200k to 300k
@sophiajames3571
3 жыл бұрын
She said 100k
@maryhillocks2223
3 жыл бұрын
@@albertoabraam9963 I have made that voluminous profit Investing in forex market with Mr Robert Anderson
@scarletalicia5927
3 жыл бұрын
I have given up in Forex, I've traded and lost a lot
Thanks for these great videos!
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.
Well dear ❣️From india
He has written chapter commentry on security analysis.
Can you do a video on Bruce Wayne..? the Oracle of Gotham
Great video as always !
@scientificinvestor2326
3 жыл бұрын
For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....,,
Cool
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.
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
3 жыл бұрын
Financial Wisdom already has it kzread.info/dash/bejne/n2WYzK-Nm6qrY7Q.html
@marklaffan4
3 жыл бұрын
@@hou-fuking502 Cheers buddy
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
3 жыл бұрын
For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....,,
@proych78
3 жыл бұрын
These spammers are everywhere nowadays with their bag of cryptos.
Great Video! Can you make a Video about the Strategy and Portfolio of Terry Smith?
Hmmm how come these compounding calculations never include taxes
Is there a margin of safety top 5 take away? Or is this kind of it?
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.
Thank you. That's a great video. Who are the other 2 investment managers warren buffet recommends
@vivekramachandran2103
3 жыл бұрын
One of them is Howard Marks. Buffet has often publicly stated he follows oaktree newsletter.
@diseasefire
3 жыл бұрын
Greg Alexander and li lu
@leswhynin913
2 жыл бұрын
I figured it was Peter Lynch and Howard Marks, but who knows
Can anyone please tell me who are the other two managers
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
3 жыл бұрын
Klarman doesnt use beta to calculate his discount rate though. He does it the same way of warren buffett
You can get his book on Etsy for like $10
@CapitalWorksPro
2 жыл бұрын
Reproductions, yes. Not the original copies though.
@nsfarm4610
2 жыл бұрын
Its free too
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
3 жыл бұрын
For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....,,
Found it
0:11 So who are 2 others?
@danielakomolafe8119
3 жыл бұрын
Li lu and Greg Alexander
Hey Swedish investor what do you think about the book dead company walking
@kartiiksrma
3 жыл бұрын
@@randomguy-vt6xi thnx btw I knew that
who are the other two investors that warren buffet picked?
@scientificinvestor2326
3 жыл бұрын
For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....
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
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
3 жыл бұрын
@The Swedish Investor do I have to be in the US when contacting her?
@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
3 жыл бұрын
I do not recommend her myself, someone used an account with a similar name as mine and a similar logo.
turn on the subtitle
@scientificinvestor2326
3 жыл бұрын
For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....,,
#EBAY 🚀🚀🚀
@scientificinvestor2326
3 жыл бұрын
For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....
Thanks for the video can we see your portfolio please
Hello my best friend Swedish investor ...Thanks for your efforts .
@Biigmiick
3 жыл бұрын
Michael Adams Jay is a guru. He is available on WhatsAp p
@Biigmiick
3 жыл бұрын
+ 1 8 0 8 3 2 0 1 8 1 3.
@Biigmiick
3 жыл бұрын
Expert Adams can help you out just reach out to him directly he is a professional trader .
The market prince isn't the fair price considering all investors use all the information wisely ?
@scientificinvestor2326
3 жыл бұрын
For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....,,
@comptetest5111
3 жыл бұрын
@@scientificinvestor2326 man you should set up a discord channel to talk investments that would be awesome !
@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
Please add automatical subtitle please!
@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
3 жыл бұрын
He is available on WhatsApp
@Biigmiick
3 жыл бұрын
+ 1 8 0 8 3 2 0 1 8 1 3
When do we get to see your portfolio? 🤗🙏
@siggiAg86
3 жыл бұрын
@Rush Clinton Iceland 🇮🇸
Seth Klarman - Rhino
I hope one day I'll find a video about me on your channel😎
I had never heard of the oracle of Boston 😀
Interesting vid!
The other two guys Buffett would let manage his money are???
@diseasefire
3 жыл бұрын
Li lu from Himalaya Capital and Greg Alexander from Sequoia fund
@mawean
3 жыл бұрын
@@diseasefire Appreciated!👍
Buffet is Jordan and Klarman is Kobe Bryant....
@scientificinvestor2326
3 жыл бұрын
For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....
Great video! Seth Klarman is one of my favourites investors of all time.
Things that don't exist: Time Travel A cure for cancer A Swedish Investor video that is low quality
@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.
It’s not hard to turn $30 million into billions with compound interest
Good intro.
Looking forward to Seth's Margin of Saftey summary...
Do you know who the other two managers are as well?
@fundamentalanalysiswithasw3444
3 жыл бұрын
Li lu
@diseasefire
3 жыл бұрын
@@fundamentalanalysiswithasw3444 correct and the last one is Greg Alexander
@fundamentalanalysiswithasw3444
3 жыл бұрын
@@diseasefire what type investor he is ???I hardly find any details abt him
@diseasefire
3 жыл бұрын
@@fundamentalanalysiswithasw3444 he is a value investor like li lu and warren but yeah he keeps a low profile
@diseasefire
3 жыл бұрын
@@fundamentalanalysiswithasw3444 he works at sequoia fund anyway for Ruane
"When you want to succeed as bad as you want to breathe, then you'll be successful" -Eric Thomas
@scientificinvestor2326
3 жыл бұрын
For m0re guide and supp0rt Whats✓App✓ me for tips! +.. 1.. .. .. ..6....,,
Somebody is sitting in the shade today because somebody planted a tree a long time ago. -Warren Buffett
❤️
First viewer
@owentomos2306
3 жыл бұрын
1,116 viewer
1117 th view 9th comment
Please stop putting on voices when quoting people
@st0a
2 ай бұрын
No.
a-loo-min-ee