Seth Klarman On FAANG, Leverage, Discipline, Value Investing, Bitcoin, Disruption, Softbank, Reading And More

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Jacob Wolinsky
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We thought readers would be interested in some recent Seth Klarman coverage on a variety of topics but especially 2017 letter highlights for those who missed – see links below to read everything and let us know if we are missing anything important!

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Baupost 2017 letter

Klarman On

Bitcoin

 the danger of Chinese leverage

Discipline while value investing in bubby times

Value investing is not dead

Radicalization of politics

Dangerous FAANG valuations

Softbank

Facebook

Disruption

Dead unicorns

Also

Backward thinking

Iceland

Margin Of Safety

Reading

Puerto Rico

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.

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