Gustavo Ballvé on March 18th, 2011
Food for thought, Home, Investment Themes, Mental models, Portfolio Management, Quotes, Risk management

We don’t have the full letter, but these excerpts are still very interesting. His straight talk is always refreshing. Bits on cash as strategic asset (being able to pull triggers in the midst of panic), “short-termism” and how that affects everything, and edge are particularly interesting.

We posted an interview with Mr. Klarman back in September, also worth the read.

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