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Podcast: The John Johnston Lounge
Episode: Super Investor Seth Klarman Bought These Stocks
Description: This episode surveys the current stock portfolio of super-investor Seth Klarman, investigating which stocks value investor Klarman was buying and selling for the Baupost Group portfolio during Q4 2023. We also take a closer look at a small selection of them.Related episodes:Super Investor Stock Portfolios Playlist https://youtube.com/playlist?list=PLrNjj1l3MS7WB9vDpdIyccwd7mE69v1CX&si=AQexbPXo5jI6REALInvestor Seth Klarman on the Everything Bubblehttps://youtu.be/C4rs2M_lOKwJoin The...