Search Results for: graham

Beaten-down markets have been a boon for Baupost, which has become the sixth-largest hedge fund in the United States & a force to be reckoned with. by Stephen Taub (Abolute Return + Alpha – June Issue) Seth Klarman, president and … Continue reading →

SETH KLARMAN NOTES FROM 5-17-2010 MEETING by iluvbabyb Jason Zweig interviewed Seth Klarman and these are my incomplete notes scribbled in haste and not direct quotes. In value investing, you should think about investing Graham & Dodd style. Volatility works … Continue reading →

Lessons From Buffett Steve Forbes: Mohnish, thank you very much for joining us today. Mohnish Pabrai: You're most welcome. Forbes: You are one of the noted value investors, one of those who is an admirer of Warren Buffett. What did … Continue reading →

Several new articles, all originally written by Benjamin Graham, have been added to the Valuehuntr Collection under our “Resources” section. Two of the new articles are interviews conducted in 1976, the year Mr. Graham past away. Therefore, these documents provide … Continue reading →

Old School Value by Jae Jun has a very good article on the Formula used by Mr. Graham. Please go here for the article.

The herd mentality is well-documented outside the investment world. While it is not given much thought within the investment world (exceptions include discussions on the topic from both Ben Graham and Stephen Jarislowsky), it plays a large role in the … Continue reading →

“The investor who permits himself to be stampeded or unduly worried by unjustified market declines in his holdings is perversely transforming his basic advantage into a basic disadvantage. That man would be better off if his stocks had no market … Continue reading →

“So if the entire country became securities analysts, memorized Benjamin Graham’s Intelligent Investor and regularly attended Warren Buffett’s annual shareholder meetings, most people would, nevertheless, find themselves irresistibly drawn to hot initial public offerings, momentum strategies and investment fads. People … Continue reading →

by Tim du Toit I have been planning an article on portfolio composition and concentration for some time. My portfolio composition to date has been quite simple. It consists of 25 to 30 positions, all more or less equally sized … Continue reading →

Warren Buffett has continuously given credit for his approach to stock investing to his mentor and friend, Ben Graham. To be more specific, Buffett points to Graham’s The Intelligent Investor, the book Buffett read in 1950, when he was 19-years … Continue reading →