•  

Classic 03: Seth Klarman's Book - Margin of Safety

0
0

IN THIS EPISODE, YOU’LL LEARN:

  • 12:25 - The different methods for stock investing valuations.
  • 13:43 - The difference between investors and speculators.
  • 21:35 - When you should hold short term and long term bonds.
  • 40:04 - How to counteract risk in your portfolio.


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Seth Klarman’s book, Margin of Safety – Read reviews of this book.
  • Preston and Stig’s podcast episode on The Intelligent Investor.
  • Preston and Stig’s interview with Investing Legend Bill Miller.
  • New to the show? Check out our We Study Billionaires Starter Packs.
  • See the all-new 2022 Lexus NX and discover everything it was designed to do for you. Welcome to the next level.
  • Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Every 28 seconds an entrepreneur makes their first sale on Shopify. Access powerful tools to help you find customers, drive sales, and manage your day-to-day. Start a FREE fourteen-day trial right now!
  • Get the most from your bitcoin while holding your own keys with Unchained Capital. Begin the concierge onboarding process on their site. At the checkout, get $50 off with the promo code FUNDAMENTALS.
  • Find Pros & Fair Pricing for Any Home Project for Free with Angi.
  • Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.
  • Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.
  • Canada’s #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.
  • Reclaim your health and arm your immune system with convenient, daily nutrition. Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


No comments yet...
Log in to comment
0 0 0
2026-04-05

TIP805: Stock Market Maestros w/ Kyle Grieve

Kyle discusses Stock Market Maestros, revealing that elite fund managers succeed not by picking winn…
0 0 0
2026-04-03

TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke

On today's episode, Clay is joined by Daniel Mahncke to break down Kinsale Capital. Kinsale is a spe…
0 0 0
2026-03-29

TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve

Kyle Grieve discusses key mental models from economics and art and how they apply to investing and d…
0 0 0
2026-03-27

TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve

In today’s episode, Kyle Grieve discusses the speculative boom of the 1960s “Go-Go Years” as present…
0 0 0
2026-03-22

TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve

In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investor…
0 0 0
2026-03-20

TIP800: Navigating an AI-Driven Market w/ François Rochon

On today's episode, Clay is joined by François Rochon to discuss his 2025 annual letter and the key …

We Study Billionaires - The Investor’s Podcast Network

We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howar…

Log in to Follow

More episodes from We Study Billionaires - The Investor’s Podcast Network

Top Podcasts Top rated Podcasts