Sorry I have been off for that long but I am in a hurry in this second semester with (i) Value Investing Congress (ii) CFA studies (iii) MBA in Oil & Gas (iv) Columbia`s Value Investing Course (v) work! Besides I have been reading tons of books and articles. Hopefully by January I will be able to post more often and express my thoughts.
Anyway, I`d like to share with you this interview with Seth Klarman. He is extremely low profile so I decided to share these few public minutes of him. He goes around many topics and gives tons of examples of things in Baupost from his philosophy as an investor and a leader to how he deals with people and businesses. Definitely a must see.