Benjamin Graham
4 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Oct 8, 2018 by Michael Batnick · said 71 times in 25 episodes since 2017 · across every show →
Mentions by year
brought up most by Ted Seides (20), Joel Greenblatt (11), Seth Klarman (10), Tom Russo (3), Drew Dickson (3), Andrew Milgram (3), Sir Paul Marshall (2), Reade Griffith (2)
tap a year for its mentions
2026 1 mention in 1 episode
2025 2 mentions in 2 episodes 1 per episode
2023 23 mentions in 3 episodes 8 per episode
2022 8 mentions in 4 episodes 2 per episode
- Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
- Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
- Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
- Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- every mention in 2022, scene by scene →
2021 3 mentions in 3 episodes 1 per episode
2020 18 mentions in 6 episodes 3 per episode
- Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
- Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
- Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
- Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
- Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
- every mention in 2020, scene by scene →
2019 5 mentions in 2 episodes 3 per episode
2018 10 mentions in 3 episodes 3 per episode
2017 1 mention in 1 episode
Everything said about Benjamin Graham, oldest first
Oct 8, 2018 positive
Nov 23, 2020 positive
Greenblatt: Buying Good Businesses Naturally Expands Margin of Safety Over Time
“Pretty quickly we realized that being involved in good businesses expands your margin of safety because you might buy in with some margin of safety, but the value of the business keeps going up. It expands your margin of safety. The value of the business is go…”
Jul 17, 2023 neutral
Klarman: Technological secular change makes modern value investing harder than Graham's era
“An investor has to be thinking about not just cyclical change, like Graham and Dodd were worried about in the Depression, but secular change as well, and the combination of that, I think, has made investing harder and value investing harder”
Jul 17, 2023 positive
Klarman: Investors must view the market as an erratic counterparty, not validator
“If you look to the market for feedback, the market might regularly say, you're an idiot, you bought it, now it's down, you don't know what you're doing, but the reality is that you've got to see that a little bit differently. You've got to see that as the mark…”