Reflections on Capital Allocators' episode with Seth Klarman

Recently, I was invited by Capital Allocators China (CAC) to share my takeaways from listening to the episode of Seth Klarman. Seth is a legendary value investor. It's my great privilege to share my reflections. Thanks Shinya Deguchi and CAC team for having me. Please refer to the reflections in PDF below, and it is also available here.

Reflections on Capital Allocators' episode with Seth Klarman.pdf

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