Benjamin Graham, every mention
11 scenes (2020) · ← back to Benjamin Graham
tap a year for its mentions
every year 2020 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
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.