The Value Hunter Seth Klarman Searches For Bargains — Barron’s 1991 Interview – Spinoffs – ValueWalk Premium

The Value Hunter Seth Klarman Searches For Bargains — Barron’s 1991 Interview – Spinoffs

Continued from part two.

Moving away from distressed debt, Seth Klarman started to discuss a traditional Graham and Dodd value play that he was currently interested in.

The company in question was called Esco Electronics, a spinoff from Emerson Electric.

Seth Klarman: True value
Esco Electronics was a traditional value play that was trading at such a deep discount to book, it was difficult to pass up the opportunity. Indeed, at the time Esco was trading at only 8% of book value, had over 6,000 employees . . .

SORRY!

This content is exclusively for paying members.

If you are subscribed and having an account error please clear cache and cookies if that does not work email support@valuewalk.com or click chat.


X
Saved Articles

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

What’s missing today for many investors is real, straightforward advice.

Especially when it comes to Value Investing and Hedge Funds. 💵

That’s what makes ValueWalk Premium different. Some would say we’re “unusual.”

Our subscribers look forward to clear, easy-to-understand information they can act on.

Sign up for  today for only a few dollars a day and get a 3 day no obligation trial with a targeted 20% discount coupon code.

Cancel anytime during trial and you are never charged.

Limited time offer: For first 50 subscribers

0