Book: Margin of Safety Author: Seth Klarman Key takeaways: Klarman is called a classic value investor, a term that can be somewhat meaningless, as all investors are by definition seeking value. Nonetheless, he himself counts himself among this clan. In this book, he talks about his investment philosophy. This book is much like The Intelligent … Continue reading
A few weeks back, I had the joy of meeting Warren Buffett in Omaha, Nebraka, as part of a group of students at Cornell that Warren Buffett hosted for a morning of Q&A and lunch. We were among 8 schools that were visiting on the day, and there were some very interesting takeaways from the … Continue reading
Book: Fault Lines Author: Raghuram Rajan This is an easy book to love. Most of us have read several books on the 2008 financial crisis and why it came about (reasons abound from use of credit derivatives to lack of leadership). But, this book takes a slightly bigger sweep of history and talks about the underlying problems in the … Continue reading
