Benjamin Graham, every mention
8 scenes (2023) · ← back to Benjamin Graham
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every year 2023 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
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.