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Why 99% of Investors Get Risk Wrong, Seth Klarman’s Margin of Safety

Stop Guessing. Start Valuing.
5 Investing Lessons Hidden Inside Margin of Safety

In this video, we explore the 5 most powerful investing lessons from legendary value investor Seth Klarman, founder of Baupost Group and author of the ultra-rare book “Margin of Safety.”

💡 You’ll discover:
1️⃣ Investment Risk — why real risk isn’t price volatility, but the permanent loss of capital.
2️⃣ Margin of Safety — how to buy $1 for $0.70 and protect yourself from downside.
3️⃣ Stock Valuation Methods — three ways to find intrinsic value: Liquidation Value, Market Comparable, and DCF.
4️⃣ To Hold or Not to Hold Cash — how smart investors use cash as a strategic weapon.
5️⃣ The 80/20 Rule of Investing — why great investors spend 80% of their time searching for ideas and 20% executing.

📈 Each takeaway comes directly from Klarman’s Margin of Safety, one of the most quoted but least accessible investing books in history.

Timestamps for Margin of Safety:
00:00 Intro
01:09 What’s the Difference Between a Value Investor & a Speculator?
04:09 Investment Risk – A Terribly Misunderstood Concept
06:48 Three Methods of Valuing a Stock
09:40 To Hold, or Not to Hold … Cash
12:08 Apply the 80/20 Approach

If you want to build real financial intelligence and learn how professional investors think, this episode is for you.

👩‍💼 Hosted by Nada Nasri – CFO Mindset
Your guide to reading numbers, reading business, and achieving financial freedom through intelligent investing.

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