Investor conferences

January 2012

January 24
10:06 2012

The Misguided Mix-up of Celebrity and Leadership
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Within our long check list of items we use to assess a potential investment is a section on management.  One of those questions asks whether the leadership is “low ego”.  We have long believed that the larger the ego of a CEO, the more likely it is that the business will be managed to further the aspirations of the person rather than the shareholders, which often leads to poor capital allocation.  We recently found this article, written by Jim Collins, the author of “Good to Great”, which supports this thesis.

An interview with Seth Klarman
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A number of you emailed this to us – so forgive me if you have already seen this.  The first 18 minutes, covers his philanthropic endeavours.  Thereafter, this legendary investor discusses his investment philosophy, comparing his style to Warren Buffett’s.  Klarman also discusses the psychology of investment, suggesting that the value investing instinct to buy when prices are dropping and to sell when they are rising may even be genetic.


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