Magic Formula Investing

Seth Klarman 2nd Quarter Portfolio Transactions

A slew of “guru” transaction are now available online. While I don’t pay attention to each individual filing, I do pay attention to the one’s I semi-follow on this blog to see if any trends develop. For example, during certain periods certain sectors become undervalued and more often than not, gurus will cherry pick the [...]

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Seth Klarman: Don’t Be A Yield Pig 1992 Forbes

Great article by Seth Klarman. The article was published in Forbes about one year after he wrote Margin of Safety. Klarman Yield Pig

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Security Analysis Benjamin Graham

I just ordered Benjamin Graham’s Security Analysis 6th Edition, which is the new and updated edition and includes some of today’s top value investors. Among them,  Bruce Berkowitz, Seth Klarman, Gleen Greenberg, and a few others. At one point,  I did own the 1951 edition but between a new job and school, it pretty much [...]

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