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Benjamin Graham - 4 David Dodd - 4 Klarman - 3 Seth Klarman - 3 we've - 2 Baupost - 2 Benjamin Graham's - 2 Warren Buffett - 2
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Coinbase Baupost Boston U.S
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6 mentions found


☆ 'The worry is not the reality': A 36-year market veteran explains why beaten-down micro-cap stocks will enjoy a jaw-dropping rally — and names which 4 companies will be the biggest winners
  + stars: | 2024-02-24 | by ( James Faris | ) www.businessinsider.com   time to read: +8 min
The group kept lagging last year as markets braced for a recession that would especially hurt economically sensitive small caps. And although the market isn't on small caps' side, Rendino believes historical precedent is. However, Rendino isn't discouraged by small caps' slow start and is instead pleased that his firm is outperforming. "Small caps were up in the fourth quarter, and we're having a really good year," Rendino said. "And I know why companies aren't in the good graces of investors and why certain investors shy away from companies."
Persons: —, Kevin Rendino, Rendino, Russell, He's, Rendino isn't, he's, we're, we've, Benjamin Graham, David Dodd Organizations: Service, Business, Capita, Federal Reserve, Capital, Federal
☆ Baupost's Seth Klarman dumps Coinbase and other stocks in the fourth quarter
  + stars: | 2024-02-14 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Baupost's Seth Klarman dumped several stocks in the fourth quarter, while trimming some of his biggest holdings, including Google and YouTube owner Alphabet , according to a new regulatory filing. The hedge fund manager, who oversees almost $30 billion in assets , exited his stake in Coinbase , which was worth more than $70 million in the third quarter of 2023. After soaring 130% in the fourth quarter, Coinbase has retreated nearly 20% in the first quarter of 2024. Among Baupost's top holdings, the hedge fund cut its stakes in Alphabet , Fidelity National Information Services and Just Eat Takeaway. During his last CNBC appearance in mid-2023, Klarman warned of an "everything bubble," sounding the alarm on cryptocurrencies, SPACs and a host of other speculative trends.
Persons: Baupost's Seth Klarman, Coinbase, Baupost, John, Klarman, Benjamin Graham's, Warren Buffett, Graham, David Dodd Organizations: Google, Dollar, Seagate Technology, Metals, Solutions, Fidelity National Information Services, Liberty Global, CNBC, Boston, Harvard, Cornell grad Locations: Coinbase
☆ 'Oracle of Boston' Seth Klarman's value investing principles have stood the test of time
  + stars: | 2023-07-31 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
Baupost Group's Seth Klarman, nicknamed "the Oracle of Boston," is revered in value investing circles for his disciplined investment philosophy, maybe because his style has stood the test of time. The billionaire hedge fund manager has been an almost religious follower of Benjamin Graham's investing style, buying out-of-favor and undervalued assets to ensure a margin of safety. Klarman has drawn comparisons to Warren Buffett — Buffett being a student of Graham's at Columbia University — for his patient, disciplined investment style. The 66-year-old Harvard and Cornell grad published his investment book, "Margin of Safety," in 1991. The hedge fund manager posted a mid-single digit decline last year, beating the S & P 500 which fell nearly 20%, the Financial Times reported.
Persons: Baupost, Seth Klarman, Benjamin Graham's, Klarman, Warren Buffett — Buffett, Columbia University —, Benjamin Graham, David Dodd, Klarman hasn't Organizations: Oracle, Boston, Columbia University, Harvard, Cornell grad, CNBC, Financial Times Locations: Baupost
☆ Seth Klarman says regular investors make this mistake that ruins their returns
  + stars: | 2023-06-27 | by ( John Melloy | ) www.cnbc.com   time to read: +2 min
Seth Klarman has some words of advice for regular investors who are following the guidance of Warren Buffett, and others, and are putting their money into stock index funds. In other words, when using index funds, you have to stay in the markets to capture the upside when it comes. The notable value investor also gave one other word of caution on index funds. Many financial advisors recommend steady buying over time when investing in index funds. Klarman is the editor of the recently released seventh edition of Benjamin Graham and David Dodd's investing classic "Security Analysis."
Persons: Seth Klarman, Warren Buffett, Benjamin Graham, David Dodd's Organizations: Baupost, Bank of, Klarman
☆ Seth Klarman says investors face the challenge of an 'everything bubble'
  + stars: | 2023-06-27 | by ( Jeff Cox | ) www.cnbc.com   time to read: +3 min
When billionaire hedge fund manager Seth Klarman looks at the investing world today, he sees asset bubbles pretty much everywhere. Historically low interest rates, even zero rates, have precipitated that bubble." With the investing world now ruled by trendy bubble-like investments such as Bitcoin and meme stocks, Klarman said the need for a sound, practical approach to investing is vital. In a letter to clients at the end of 2022, he accused the U.S. central bank of constructing a "financial fantasyland" of artificially low interest rates and liquidity pumping. In the current environment, investors face challenges relating to economic uncertainty and a central bank holding interest rates high to battle inflation.
Persons: Seth Klarman, we've, Klarman, Benjamin Graham, David Dodd, You've, Warren Buffett — Buffett, Columbia University —, Graham, Dodd Organizations: CNBC, Cornell, Columbia University, Buffett, Liberty, Federal Reserve Locations: Boston, U.S
☆ This half-century old fund seeks out global value and has Warren Buffett's style all over it
  + stars: | 2023-03-03 | by ( Yun Li | ) www.cnbc.com   time to read: +5 min
Warren Buffett has inspired generations of value investors, and one 53-year-old, market-beating mutual fund has his legacy all over it. For almost three decades, starting in 1979, the fund was run by another acolyte of value, Jean-Marie Eveillard. Since 1979, First Eagle Global has returned more than 12% annually, even including the 5% load fee charged on the first $25,000 invested. The fund employs three main elements when it comes to security selection within the universe of global value, Brooker said. When we're not able to find things that make sense to us, that meet our underwriting criteria, we'll wait in cash," Brooker said.
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