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Home Tools and Resources Seth Klarman – Great article written by 'the next coming of Graham' – from 2005

Seth Klarman – Great article written by 'the next coming of Graham' – from 2005
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UserPost

5:07 pm
February 24, 2010


Jae Jun

Admin

posts 1336
2

Great article thanks a lot!

4:07 pm
February 23, 2010


Alex MacKinnon

Canada

Member

posts 4
1

http://www.allbusiness.com/bus…..071-1.html

Here is a link to a great article by Seth Klarman from 2005.

Here is an excerpt : (He's talking on 10 value funds)

 "During the year 2000, when the market peaked, I looked to see if the funds had owned any of a group of very high profile stocks which the editors of Fortune had selected in an August 2000 article entitled"10 Stocks to Last the Decade."  (Fortune 10) The subhead read "Here's a buy-and-forget portfolio," and the list represented the contributions of some "top stock pickers," as well as due diligence by the staff of Fortune. The ten stocks were as follows:

Broadcom, Charles Schwab, Enron, Genentech, Morgan Stanley, Nokia, Nortel Networks, Oracle, Univision, Viacom. ! "

Do you think that the value funds that Klarman picked out owned these securities in the year 2000?

You'll have to read to find out ….
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