Benjamin Graham, every mention

5 scenes (2018) · ← back to Benjamin Graham

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every year 2018 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

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Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71) Oct 8, 2018 · 8 mentions

  • ▶ 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) May 7, 2018 · 1 mention

  • ▶ 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) Jan 22, 2018 · 1 mention

  • ▶ 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.
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