Super Investor Seth Klarman Bought These Stocks
This episode surveys the current stock portfolio of super-investor Seth Klarman, investigating which stocks value investor Klarman was buying and selling for the Baupost Group portfolio during Q4 2023. We also take a closer look at a small selection of them.
Related episodes:
Super Investor Stock Portfolios Playlist https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REAL
Investor Seth Klarman on the Everything Bubble
https://youtu.be/C4rs2M_lOKw
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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