Many thanks go out to Distressed Debt Investing for flagging these two excellent set of notes that came out of Seth Klarman's speech last week at the CFA Conference in Boston. And of course, thank you as well to those individuals who compiled them. Last week we briefly summed up Klarman's worries of inflation & the markets, but the documents below are much more in-depth and well worth your time. Make sure to also check out Seth Klarman's recommended reading list.
Embedded below is the first set of notes from Cameron Wright:
You can download a .pdf copy here.
And embedded below are the second set of notes regarding Klarman's speech:
You can download a .pdf copy of this document as well.
For more on this investing legend, be sure to also check out our recent post on Klarman's latest portfolio changes as well as Klarman's lessons from the financial crisis. And make sure to also check out some in-depth notes from other recent investing events that serve as great resources. You can view:
- Notes from the Value Investing Congress
- Notes from Berkshire Hathaway's annual meeting
Monday, May 24, 2010
Notes From Seth Klarman's CFA Conference Speech
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