Benjamin Graham, every mention
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tap a year for its mentions
every year anyone Ted Seides 20Joel Greenblatt 11Seth Klarman 10Tom Russo 3Drew Dickson 3Andrew Milgram 3Sir Paul Marshall 2Reade Griffith 2Michael Mauboussin 2Florian Bartunek 2
Verbatim, from the transcripts: the passages where Benjamin Graham comes up
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 22:03 Gavin Baker It's important to be exposed to all these things because you come in steeped in value and steeped in Buffett and steeped in Benjamin Graham.
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 20:45 Herb Wagner And it used to be, back when I was just getting started, it was buying cigar bots, like Warren Buffett and Benjamin Grant used to talk about.
Howard Marks – Navigating Private Credit (EP.439)
- ▶ 24:00 Howard Marks Graham and Dodd said that fixed income is a negative art.
WTT: The Real Yale Model
- ▶ 14:20 Ted Seides Seth, whose only two jobs have been at Yale and MIT, commemorated 10 years and 15 years at MIT, and recently wrote an introduction to a chapter in the seventh edition of Graham and Dodd's Security Analysis.
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 4:39 Ted Seides Seth authored the very out of print margin of safety and edited the recently released seventh edition of Graham and Dodd's value investing classic security analysis.
- ▶ 21:50 Seth Klarman The key definition for value investing comes from Graham and Dodd, and the idea of it is that because markets are inefficient, prices deviate from value, and that deviation, sometimes they fall below underlying value, and that makes them a… 6 times in the scene
- ▶ 27:27 Ted Seides And I'd love to hear a bit about from those early lessons of Graham and Dodd, how you've thought about adapting the way you apply valuation to businesses and assets. 6 times in the scene
- ▶ 35:06 Seth Klarman Graham and Dodd didn't write about private assets. 3 times in the scene
- ▶ 1:16:49 Ted Seides So the impetus for your doing this was your editing of the seventh edition of Graham and Dodd Security Analysis. 4 times in the scene
- ▶ 1:22:37 Seth Klarman I would talk much more about private investments and the applicability of Graham and Dodd principles to private investments.
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
- ▶ 57:56 Reade Griffith Peter Lynch, Ben Graham, of course, everybody's read Benjamin Graham's Intelligent Investor. 2 times in the scene
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 56:54 Howard Smith I mean, I was obviously familiar with the work of Benjamin Graham and how he influenced Warren Buffett, and I've read a lot about Peter Lynch at Fidelity.
Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
- ▶ 46:48 Andrew Milgram So the Torah of value investing is a Graham and Dodd security analysis. 3 times in the scene
Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
- ▶ 8:55 Florian Bartunek So it was a comprehensive education, and I was always looking for mentors, and sometimes reading a book, you wouldn't be able to have Benjamin Graham as a mentor today, but why not spend some hours with him reading his books? 2 times in the scene
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 40:26 Barry Sternlicht Fundamentally, if you're like me, and you're sort of a Graham Dodd value investor in assets, in real estate in particular, it's difficult when you can't see supply, and you can't see demand.
Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
- ▶ 16:00 Ryan Batchelor And during that second year, read dozens of investment books, studied the patterns of the best investors, Warren Buffett, Benjamin Graham, Seth Klarman, Phil Fisher, a nod to your growth side, Paul.
Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197)
- ▶ 53:40 Charlie Ellis Ben Graham, David Dodd, those two guys put together in security analysis what has got to be one of the most thorough examinations, and it creates a body of knowledge and an understanding that is,
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
- ▶ 5:28 Joel Greenblatt And I read an article in Forbes about Ben Graham, who had a stock picking formula for beating the market. 4 times in the scene
- ▶ 10:38 Joel Greenblatt It was in my bones that I really was attracted to with Ben Graham, which is buy with a large margin of safety, don't lose a lot, and try to make a lot.
- ▶ 24:12 Joel Greenblatt I had learned from reading Graham.
- ▶ 26:05 Joel Greenblatt So I told you about the research that I had done in business school about Ben Graham's stock picking formula. 3 times in the scene
- ▶ 1:14:25 Joel Greenblatt There's, there's that one, whether it's time arbitrage, you want to call it, or that one opportunity for an enterprising investor, as Ben Graham called it, to always have an opportunity to outperform. 2 times in the scene
Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
- ▶ 8:42 Sir Paul Marshall Ben Graham weighing machine philosophy, but also combining that with catalysts.
- ▶ 10:37 Sir Paul Marshall We divided the fund into two components, really, what we call core and trading, and the core investments were Ben Graham or Philip Fisher, long-term quality companies.
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 36:48 Adam Fisher Business school, one-on-one Graham Dodd value style investing.
Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
- ▶ 7:54 Lauren Taylor Wolfe Grandma Dodd read the classics, and then we did this one deal at the family office called Turbo Chef Oven, and that's what really, where I sort of got excited about activism, and Turbo Chef Oven, when we invested in the company around…
Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
- ▶ 31:21 Michael Mauboussin Ben Graham had this great concept where he said at the end of the day, it's very difficult not to be influenced by markets, but you should ultimately behave according to what the facts dictate or the data tell you. 2 times in the scene
Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
- ▶ 27:47 Gregory Zuckerman Graham, you know, the classics.
Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
- ▶ 15:10 Drew Dickson And even Benjamin Graham said to himself, you know, every single issue can be cheap in one range and dear in another.
- ▶ 25:11 Drew Dickson Again, back, not to overly quote Ben Graham, but another one of my favorite quotes from his, which he wrote in 1934, by the way, the analyst must not be misled by the availability of a massive information into making elaborate studies of… 2 times in the scene
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
- ▶ 4:32 Ted Seides We then turn to stories from his book about Ben Graham, Jesse Livermore, Jack Bogle, Stan Druckenmiller, John Maynard Keynes, Charlie Munger, and Chris Saka.
- ▶ 12:56 Ted Seides So why don't we start at the top with Ben Graham? 6 times in the scene
- ▶ 20:25 Michael Batnick But so, Keynes created the modern monetary financial system, and was, if Benjamin Graham was the father of value investing, well then he was the father of macroeconomic investing.
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 18:51 Ted Seides Buffett talked about brands when he went from being sort of a classic Ben Graham investor to a Phil Fisher investor.
Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
- ▶ 23:20 Bill Spitz And I think, I think, I don't know whether it was Buffett or Ben Graham or someone said, if you can't really calculate a valuation, it's not investing in speculation.