value investors – SAETA CAPITAL

I Annual Cobas Asset Management Investor’s Conference

Back in business, Francisco Garcia Parames is back in the industry, well since last February. Last week was his first Annual Conference. If you know Spanish you must watch the Youtube video. I hope Cobas will translate his conference.

Notes: Margin of Safety

Seth Klarman is one of the best-known value investor. He run a company called The Baupost Group for 33 years. In this list published last January the assets under management are $27 bn. I started his book, “Margin of Safety”, and I wanna to share my notes here, just to re-read it in the future. ChapterContinue reading “Notes: Margin of Safety”