
Matthew Fine - Buying Gray Clouds and Building Resilient Portfolios
May 8, 2026 - 59:16
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In this episode, host Michael Mauboussin sits down with Seth Klarman, CEO and portfolio manager of The Baupost Group. One of the most influential practitioners of value investing, Seth shares his formative stories — from...
Seth Klarman - Contrarian Investing, Discipline, and Building Baupost is an episode from Value Investing with Legends by Columbia Business School. In this episode, host Michael Mauboussin sits down with Seth Klarman, CEO and portfolio manag...
This episode belongs to Value Investing with Legends.
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Published Aug 1, 2025, 55:28 long, audio available.