“Even as value investors have struggled in recent years to navigate lofty valuations,” Seth Klarman writes in his full-year 2017 letter to investors Baupost, “another significant challenge has emerged. In particular, the business environment is evolving in a way that makes fundamental analysis for many companies more uncertain than ever.” Seth Klarman’s letter, a copy of which has been reviewed by ValueWalk, covers many topics but one of the more interesting observations from The Margin of Safety author is his current assessment of the environment for value investors in the age of disruption. Looking for undervalued stocks? Check out ValueWalk’s…
Seth Klarman: Don’t Give Up On Value Ben Graham Is Still Relevant
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk