TraderWise

Alan Abelson's column in Barron's has this on Baupost's Seth Klarman: Although just about everybody calls himself a value investor, Seth is that rare bird who really is a value investor. And like Seth himself his investment approach is unostentatious,...

CONTROLLED GREED.com

Microsoft (MSFT) is a major holding in my portfolio. So Alan Abelson's column in Barron's (scroll down) caught my eye when he wrote about Fred Hickey (of The High-Tech Strategist newsletter) and Hickey's continuing bullish view of the company:

by Dah Hui Lau (David)
Excellent compilation on Seth Klarman’s thinkings and principles. Many thanks to Distressed Debt Investing for the sharing.
Wisdom from Seth Klarman - Part 1
Seth Klarman and Baupost are in the news lately regarding the CIT Group Inc (CIT) bailout. While I do not want to delve into specifics, I will [...]

The Video:
Just got hold of a wonderful Seth Klarman Video, dated 17th March, 2009 here.
More on Video:
The University of Western Ontario Ivey School of Business posted a videoconference with Seth Klarman. Klarman is the founder of The Baupost Group and a very successful value investor. The video which lasts just over an hour, was taped in [...]

The Distressed Debt Investing blog has four posts on the wisdom of Seth Klarman, founder of The Baupost Group. I highly recommend the posts, as they quote from Klarman's hard-to-obtain annual letters and provide an excellent view into his investment philosophy.
More on Klarman:

Value Investing Fundamentals
Seeking Wisdom
Ofcourse, Value-Stock-Plus compilation on Klarman is also a must read!

Microsoft (MSFT) is a major holding in my portfolio. So Alan Abelson's column in Barron's (scroll down) caught my eye when he wrote about Fred Hickey (of The High-Tech Strategist newsletter) and Hickey's continuing bullish view of the company: Not...

CONTROLLED GREED.com

SETH KLARMAN NOTES FROM 5-17-2010 MEETING
by iluvbabyb
Jason Zweig interviewed Seth Klarman and these are my incomplete notes scribbled in haste and not direct quotes.
In value investing, you should think about investing Graham & Dodd style. Volatility works in your favor in terms of providing mispriced assets. Volatility shouldn’t be viewed as a problem. You should [...]

Barron's Online is running a short interview with Fred Hickey, editor of The High-Tech Strategist newsletter and one of the most interesting members of the Barron's Roundtables.

Hickey talks about a lot of tech companies that I don't own. But one that I do is Microsoft (MSFT), which is a large holding in my portfolio. Hickey has been bullish on MSFT recently, and hasn't changed:

Widely followed value investor and (Baupost Group) hedge fund manager, Seth Klarman shares his lessons from the recent financial crisis (Hat tip to Derek Hernquist for recently highlighting this piece).

Here's an excerpt from Klarman's, "Forgotten Lessons of 2008":