I found this video online from a May 2006 guest lecture at Harvard's "Psychology of Leadership" course. Seth Klarman heads the Baupost Group and his out-of-print book "Margin of Safety" is a much sought after tome of value investing.
Hey Everyone
Sorry for the delays. I'm awaiting approval from higher powers before I make the notes available. Thanks for your patience and stay tuned.
Just a short note since I'm stuck at the airport. The notes from "A Conversation with Charlie Munger" should be available this weekend. As part of the event, Peter Kaufman graciously provided audience members with a copy of the DVD "Curious", a PBS special which profiles some of the research being done at Caltech.
I just finished watching it and it's incredibly interesting, from a scientific viewpoint as well as from a broader viewpoint. There are people in this video that are curing cancer and trying to solve the world's energy needs. That really puts a lot of things in perspective. I may at times think of myself as a reasonably intelligent and ambitious person, but at the end of the day, I'm only endeavoring to turn piles of money into larger piles of money. When you get that call from the doctor, it won't really matter how much money you have. These people are really saving lives and changing the world, and they certainly deserve my respects. I can only hope to support their efforts by properly allocating capital towards useful human enterprise.
For more info:
http://www.thirteen.org/curious/
http://mr.caltech.edu/media/Press_Releases/PR13040.html
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