Benjamin Graham, every mention

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Verbatim, from the transcripts: the passages where Benjamin Graham comes up

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▶ 32:50 David Rosenthal And he was Benjamin Graham's anointed appointed disciple.

▶ 1:40:43 David Senra And, um, and I was like, then like 50, like you start out, you're trying to figure things out, you could see them kind of figuring out, making the mistakes, you guys did an excellent job on your episode, like, talking about what they…

▶ 3:21:26 Ben Gilbert So many of you know the margin of safety Benjamin Graham concept, and Buffett and Munger, of course, popularized it.
▶ 3:21:44 Ben Gilbert And Ben Graham would, of course, have the very simple version of this, which is if there's a high valuation relative to fundamentals, you have a low margin of safety.
▶ 3:22:04 David Rosenthal Good old, uh, you know, Uncle Ben Graham back in the day.

▶ 2:07:35 David Rosenthal You'll remember that as an original Ben Graham concept.
▶ 2:07:53 David Rosenthal And thus, the idea of having margin of safety in your investments in the Graham
▶ 2:08:15 Ben Gilbert And of course, Graham's a little simplistic viewpoint on this is if it's a high valuation relative to the business's fundamentals, it's a low margin of safety and a low valuation gives you a high margin of safety.
▶ 2:42:13 David Rosenthal It's the Warren Buffett, Ben Graham, a stock is a piece of a business.

▶ 17:14 David Rosenthal You make the point in the memo, which we talked about a lot in our Berkshire series, Ben Graham made the lion's share of his money on Geico, which was not a value investment.

▶ 40:21 Ben Gilbert And classically defined investing in the Ben Graham sense is that you are looking at a series of cash flows, ah, that a business generates from today into the future, you apply some discount rate, you value those, you know, cash flows, ah,…

▶ 16:42 Michael Mauboussin If you go back way to Ben Graham and so forth, you know, they focus a lot on things like book value, which was, you know, where the accounting was actually probably a reasonable representation because most of your assets were things that…
▶ 24:10 Ben Gilbert Uh, and we thought maybe the right way to dissect this, uh, I think you teach Ben Graham's legendary security analysis course at Columbia Business School.
▶ 27:53 Michael Mauboussin I mean, it is called security analysis and Graham did teach a version of all this, but many people have taught it over a long period, you know, so in other words, it's not, there's nothing, I'm not unique in any way in this way, but so…

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