Margin of Safety Book
IB
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(Gorilla, 642
Points)
on 6/4/11 at 9:45pm
This book is $2k on amazon.com. I was able to get chapters 5-10 but not the rest. Anyone willing to send me a pdf version if they have it? Would be greatly appreciated. I have lots of books as well ;)





What books do you have?
What books do you have?
http://disgu.st/~jon/books/se
http://disgu.st/~jon/books/seth_klarman-margin_of_...
excellent book - a must for
excellent book - a must for anyone interested in value investing...
nice link, sb awarded
nice link, sb awarded
But the thing is, its
But the thing is, its actually not that good of a read. Yes, there are a few chapters that are useful (his descriptions on valuation and investing strategies), but beyond that, most of his work is either rehashed principles from other value books or high level and overly simplistic examples. Everything on how wall street works, how brokers are bad, the philosophy behind value investing, his distressed debt examples, etc, fall under these categories. Anyone who has read through buffet partnership letters, graham's work, or any sort of distressed book, has heard this stuff many times before. Plus the entire last few chapters on portfolio management offer pretty much no value add (you would think they would be good given the title, but I'm pretty sure they sucked). For $2k, no thanks. I wouldn't pay more than $50. Then again, free is always nice :)
Frank Slaughtery
http://disgu.st/~jon/books/seth_klarman-margin_of_safety.pdf
Is that the entire book?
I am have a full copy, so let
I am have a full copy, so let me know if you think you are missing anything. Here is some more information about Seth Klarman and his Baupost Group hedge fund
sorry, for the Baupost Group
sorry, for the Baupost Group link
http://www.hedgetracker.com/fund/The-Baupost-Group
Perfect thanks guys. I've
Perfect thanks guys.
I've got:
little book that beats market
stock market genius
big short
fin shenanigans
interp of fin statements
essentials of investmentrs
getting started in VI
merger arb
etc
--
"Those who say don't know, and those who know don't say."
nutsaboutWS wrote: Perfect
Perfect thanks guys.
I've got:
little book that beats market
stock market genius
big short
fin shenanigans
interp of fin statements
essentials of investmentrs
getting started in VI
merger arb
etc
great list
i would add:
Fooling some of the people all the time
the aggressive conservative investor
distressed debt investing
more money than gd
got those too, not aggressive
got those too, not aggressive conserv tho.
also inside the house of money and invisible hands. ive dl's so many lol
--
"Those who say don't know, and those who know don't say."
After a while most of these
After a while most of these books are just rehashed principles. Once you have the basics down focus on either developing your own ideas or reverse engineering other people's ideas. Grab any of the big fund's annual/quarterly reports, choose an investment that has either been a big winner or loser for the fund and try and figure out why you would invest in it. You will learn 10x as much doing this than going through 30 different books. Its one thing to be given all the metrics in front of you in a book post-trade but quite another to actually go through the 10-ks and manually crunch all the numbers.
Thanks for the link man,
Thanks for the link man, appreciate it.
For someone just starting out learning value investing (slowly working through Intelligent Investor), would you guys say this book is a more or less comprehensive collection of information on value investing? Something where someone has no background and can look at value investing and a more educated light? Or stick to II for now and some simpler stuff and move to this later?
"WSO is like the 300 for anti spamage. None shall pass." -happypantsmcgee
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Who writes Interp of Fin
Who writes Interp of Fin Statements and Distressed Debt Investing? Kind of unrelated, but the Real Estate Game by Poorvu is also pretty good.
DDI = Moyer (awesome for
DDI = Moyer (awesome for distressed)
Financial statement = Graham (IMO there are many other better books.)
Anyone know good books for
Pretty women make us BUY beer. Ugly women make us DRINK beer.
Figuring out intrinsic value
.
for this book and many
I use it for everything. Good
--
"Those who say don't know, and those who know don't say."
So ppl have tried library.nu,
I'd virus scan just to be
"WSO is like the 300 for anti spamage. None shall pass." -happypantsmcgee
"You stop being an asshole when it sucks to be you." -IlliniProgrammer
Interpretation of Financial
I personally think Margin of
Got all those down already.
--
"Those who say don't know, and those who know don't say."
nyctola, I don't know anyone
Big fan of margin of safety.
^Does anyone know if security
Pretty women make us BUY beer. Ugly women make us DRINK beer.
makers mark wrote: Big fan of