Benjamin Graham, every mention

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every year anyone Chamath Palihapitiya 4David Friedberg 1

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

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Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It Jun 4, 2026 · 1 mention

  • ▶ 28:11 David Friedberg It's almost like fundamental to business, um, valuation analysis, like Ben Graham style analysis.

Bill Ackman: Here's What the Market is MISSING Jun 3, 2026 · 4 mentions

  • ▶ 18:04 unnamed speaker Is this antithetical to a Ben Graham investing model? 4 times in the scene

E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning Feb 4, 2023 · 4 mentions

  • ▶ 16:25 Chamath Palihapitiya If you listen to Buffett, Buffett's teacher, this guy, Ben Graham, in Ben Graham's book, the way that he would look at a stock and obviously look, things have changed, but the way that he would look at a stock is he would look at that… 3 times in the scene
  • ▶ 32:37 Chamath Palihapitiya If you go back to the, to the Ben Graham analysis, this is a company that perfectly meets that criteria of like, you can buy it at a PE.
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