Revisiting Margin of Safety
Seth reflects on the evolution of investing principles since the original release of his book, emphasizing the need for an updated edition that addresses changes in the market and investment strategies. He acknowledges the importance of flexibility in approach and the relevance of Graham and Dodd principles to private investments. Additionally, he candidly discusses his past oversights regarding intangible assets and the complexities of distressed debt, highlighting the ongoing journey of learning in the investment world.In this clip
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