All posts tagged "Ben Graham"

  • Value Investing’s Triumph (Since 2003 Anyway)

    John Reese, founder and CEO of Validea, has written a piece for Forbes highlighting the 7-year results of several guru-inspired portfolios constructed back in 2003. The winner so far is: More than three decades after his death,...

    • Posted July 22, 2010
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  • Another Brilliant Letter By Jeremy Grantham

    Jeremy Grantham has recently published his views in his quarterly letter which exposes the lopsided unfairness of the current situation, and past manipulations, inflicted upon investors by the Fed. Grantham recognizes a decision has been made to...

    • Posted April 26, 2010
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  • Seth Klarman’s Wisdom

    Dah Hui Lau, has written an article featured at about the “thinkings and principles” of Seth Klarman of The Baupost Group. Klarman has been compared to Warren Buffett and has been able to generate extremely good...

    • Posted October 8, 2009
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  • Roger Nusbaum, Scott Barbee and Andrew Lapthorne on the Dwindling Values Left

    The half-year bull market in stocks has made values harder to come by, but there are still some traditionally cheap stocks left. The investment bank Societe Generale’s global quantitative strategist, Andrew Lapthorne, ran a tough “Benjamin Graham-like”...

    • Posted August 29, 2009
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  • Not Paying Attention to Balance Sheets Cost Bill Miller, Bill Nygren, the team at Dodge & Cox, Wally Weitz, Rich Pzena, and David Dreman

    According to the blog, “Investing Notes,” many so-called value investment managers paid a heavy price by not following the tenants of Benjamin Graham and avoiding companies with highly leveraged balance sheets. Source: ***

    • Posted March 18, 2009
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  • Market Folly Speculates on What Benjamin Graham Would Buy Today

    The conclusion by Market Folly is that it will take a depression to knock stocks down to the levels that Benjamin Graham would find attractive. However, loosening up Graham’s criteria, they came up with the following ideas:...

    • Posted February 20, 2009
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  • Warren Buffett, John Neff and David Dreman are in Full Buying Mode

    John Reese of and writing at Forbes has scribed a fairly long article indicating that some of the world’s most successful investors have turned bullish. Reese also extols the virtues of a Benjamin Graham based “Margin...

    • Posted February 9, 2009
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