June 12th, 2010 by jwolinsky
By co-blogger Sandesh Trivedi Here is the original typewritten text of a speech Benjamin Graham gave in San Francisco one week before John F. Kennedy was assassinated. In this brilliant presentation, Graham explores how an investor should go about determining whether the market is overvalued, how to tell what asset allocation is right for you, [...]
May 17th, 2010 by jwolinsky
Being a loyal value investor I have read the The Intelligent Investor and Security Analysis by Benjamin Graham. The books are literally the abridged version of the bible and the bible respectively, on value investing. The books contain Benjamin Graham’s ideas on investment in stocks, bonds and other securities. Unfortunately Graham wrote many more interesting [...]
May 16th, 2010 by jwolinsky
It is always a pleasure to read some early writings of Benjamin Graham.Jason Zweig just came out with a book featuring a collection of Graham’s writings. The book is titled Benjamin Graham, Building a Profession: The Early Writings of the Father of Security Analysis. Jason Zweig is an investing and personal finance columnist for The [...]
May 6th, 2010 by jwolinsky
In an interview with Forbes Joel Greenblatt discusses his book > The Little Book That Beats the Market and his magic formula. Joel Greenblatt looks for cheap companies based on EBIT/ Enterprise value. This concept of cheap is inspired by Benjamin Graham. Greenblatt also looks for quality companies. This is the qualitative concept he learned [...]
April 19th, 2010 by jwolinsky
Jay Kaplan’s Bio from Roycefunds.com Jay S. Kaplan, CFA, is a Portfolio Manager and Principal for Royce & Associates, LLC, investment adviser to The Royce Funds. He serves as Portfolio Manager for Royce Capital Fund—Small-Cap Portfolio, co-manages Royce Value Fund with Whitney George, and Royce Dividend Value Fund with Chuck Royce. He also serves as [...]