Benjamin Graham, every mention
3 scenes (said by Seth Klarman) · ← back to Benjamin Graham
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
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 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
- ▶ 35:06 Seth Klarman Graham and Dodd didn't write about private assets. 3 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.