Not too long ago I wrote about a Baron’s interview with Seth Klarman in 1991. I dug up the article while searching through the digital stacks via the local library. A good chunk of the article covers specific investments at the time and I previously covered the part on his investment strategy.
I wanted to highlight a couple other topics discussed in it because it relates to his process for finding opportunities, which I briefly covered before here and here. (His views didn’t change much from ’91 to ’10.) Continue Reading…