Seth Klarman - Investing Guide 2022 (Letter) + Top 10 Stocks

Seth Klarman is one of the best value investors out there. Seth Klarman's letter is out discussing his Baupost Group investing strategy and top stocks positions. Seth Klarman has compounded at 20% per year for decades and thus is a value investor to listen to.

0:00 Seth Klarman
2:50 Market Overview
10:30 FED & Inflation
12:53 When To Buy Stocks
15:06 Liberty Global Stock
18:12 Intel
19:15 Qorvo
20:23 Viasat
20:58 Google
21:35 Liberty Sirius
22:29 Veritiv
23:23 Fiserv
24:49 Investing RISKS
26:55 How To Invest
28:45 Crash Ahead
29:59 Fundamental Issues

Margin Of Safety Seth Klarman book - https://amzn.to/3BkS9UW
Modern Value Investing book - https://amzn.to/2lvfH3t

Videos discussed:
10 Growth Stocks February 2021 - https://www.youtube.com/watch?v=9ygAT3e0Bn0
Intel Stock Analysis (bean counting CEO) - https://www.youtube.com/watch?v=N7gyJS9cryA
Intel update - Visionary CEO - https://www.youtube.com/watch?v=J5dbZ1fZwag

What is this channel all about? Value Investing:
https://youtu.be/2GFwfNOKWJM

My 5 Core Stock Market Investing Beliefs
https://www.youtube.com/watch?v=H_rNnZOnPwg&feature=youtu.be

My passion is to look for low risk high reward investment opportunities with a long-term business owning like focus. I apply my accounting skills and investing experience in order to find the best businesses to own that offer the possibility to lead me towards my financial goals.
If you are a sophisticated investor looking for in depth, independent stock analyses and investing ideas, here is my STOCK MARKET RESEARCH PLATFORM (business research and risk reward analysis, stocks to buy from my covered stocks list, my portfolio):

STOCK MARKET RESEARCH PLATFORM (STOCKS, PORTFOLIOS, STRATEGY, COVERAGE & MORE):

https://sven-carlin-research-platform.teachable.com/p/stock-market-research-platform

Here is a bit about how I invested over time, my performance:
https://www.youtube.com/watch?v=zN087QJrGaM

Are you an investor that is just starting? Sign up for the FREE Stock Market Investing Course - a comprehensive guide to investing discussing all that matters: https://sven-carlin-research-platform.teachable.com/p/stock-market-investing

You can DOWNLOAD THE FREE COMPARATIVE STOCKS LIST AND INTRINSIC VALUE TEMPLATE on my Stock Market Research Platform:
https://sven-carlin-research-platform.teachable.com/courses/335443/lectures/30817849

I am also a book author:
Modern Value Investing book:
https://amzn.to/2lvfH3t

Check my website to hear more about me, read my analyses and about OUR charity. (YouTube ad money is donated)
www.svencarlin.com

Listen to Modern Value Investing Podcast:
https://svencarlin.com/podcasts/

I am about long-term investing but my wife is about something even more important; long-term health! Naturally Ana YouTube Channel: https://www.youtube.com/channel/UC-weHW_U2PZgzOReOyOvldQ

I often get asked about brokers, here is a low fee broker, an international one that allows you to buy on global markets, and also offers complex solutions like options for when your investing skills grow. For now, it is one of the best solutions I have found for global investors, also based on your comments and inputs:
https://www.interactivebrokers.ie/mkt/?src=svencarlinphdy&url=%2Fen%2Findex.php%3Ff%3D40071

Brokers video: https://www.youtube.com/watch?v=Z7j6uVwybMg

A good broker for Europeans is DEGIRO, simple and it even does your taxes is some countries (Netherlands for example): https://www.degiro.com/?tap_a=56340-8d2ff5&tap_s=845236-2595ed&utm_source=svencarlin&utm_campaign=DEGIRO+EU&utm_medium=a&utm_content=hp

Always keep in mind: “Investing involves risk of loss”

#sethklarman #valueinvesting

Видео Seth Klarman - Investing Guide 2022 (Letter) + Top 10 Stocks канала Value Investing with Sven Carlin, Ph.D.