Seth Klarman and Charlie Rose doesn’t need an introduction. Seth Klarman is one of the world’s top value investor and has a must read book on the topic; Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor .“Margin of Safety” is the investing term coined by Benjamin Graham, considered by many to be the father of financial analysis. (Mr. Graham’s disciples also include Warren Buffett). The book is now out-of-print and sells for $1,500. If that’s outside your book budget, a simple google search will get you plenty of ebook/pdf copies.
Charlie Rose is probably the best interviewer out there at the moment. He has master the craft of asking questions. Below is a 45 minute interview/discussion. I could write down a cliff note version but that would be a disservice since the video offers so much more. Enjoy!