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“Margin of Safety” by Seth Klarman
#21
Just saw that this hard-to-find book is now available on Amazon's Kindle store for $10!

Grab it while you can.
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#22
(07-10-2018, 08:43 AM)Kerim Wrote: Just saw that this hard-to-find book is now available on Amazon's Kindle store for $10!

Grab it while you can.

Well, let's hope those that wanted it grabbed it cuz ...

Good luck finding it now.
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How do they get the deer to cross at that yellow road sign?

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#23
(07-11-2018, 05:25 PM)Dividend Watcher Wrote:
(07-10-2018, 08:43 AM)Kerim Wrote: Just saw that this hard-to-find book is now available on Amazon's Kindle store for $10!

Grab it while you can.

Well, let's hope those that wanted it grabbed it cuz ...

Good luck finding it now.

Alas!
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#24
Kerim, I have to admit your summaries piqued my interest and some of the things you brought up I've used in my search for decently valued dividend growth stocks. However, at the time you were commenting about it, the companies I am/was interested in didn't hit the deep value that Seth Klarman was talking about. Those days were over after 2009-11 when finding very undervalued dividend growth companies was like shooting fish in a barrel.

Several articles I've seen since about what Mr. Klarman was holding in his portfolio(s) would not interest me today. That's not to say you couldn't become very wealthy following Mr. Klarman's deep value approach but the time and effort finding, researching and following every twist and turn of the companies' fortunes until the value is realized is not what I have in my plan at this stage in life.
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How do they get the deer to cross at that yellow road sign?

Reply
#25
I'm with you, DW. I absolutely believe that  -- executed well -- value investing will get you rich faster and better than DG investing. But to execute value investing well is beyond my skill set and available time, while I believe that I can do DG properly. (And I like to think that I am somewhat careful about my DG entry points, so that my approach to DG has a slight value flavor to it.)

All that said, I think Klarman's book is nonetheless a worthwhile read, if you can get your hands on it.
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