05 Dec 2025
10 minutes read
More Klarman Bargains - Liquidations, Holding Companies, and Hidden Assets
Some of the best investments are not elegant. They are messy. They involve complicated merger terms, hodgepodge asset …
Seth klarman
28 Nov 2025
10 minutes read
Klarman Distressed Investing - HBJ Publishing, Bank Failures, and Savings Banks
When a company files for bankruptcy, most investors run. When a bank announces catastrophic losses, portfolio managers …
21 Nov 2025
9 minutes read
Seth Klarman and Baupost Group - Margin of Safety Approach to Investing
Some investors chase momentum. Others chase narratives. Seth Klarman chases the gap between what something costs and …