Shallow Dives

”Berkshire Shareholders Letters” x ”Margin of Safety” (Mashup)


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This episode dives into Warren Buffett’s and Seth Klarman’s investment philosophies. From Buffett’s Berkshire Hathaway Shareholders Letters, we discuss his shift to businesses with strong competitive advantages and long-term focus. Klarman’s Margin of Safety highlights market inefficiencies, disciplined value investing, and risk aversion. Both emphasize patience, understanding value, and skepticism toward Wall Street.
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Shallow DivesBy jamesrothmann