´´ Value Links of Interest

Friday, October 28, 2016

Value Links of Interest

Shortly before Benjamin Graham died, he gave an interview reflecting on all he had learned during his 60+ year career. The interview – entitled A Conversation with Benjamin Graham – was conducted by the Financial Analyst Journal. Graham’s profound answers still offer exceptionally powerful lessons for investors to this day.

Revisiting the Wisdom of Benjamin Graham by Mitchell Mauer (equities.com)


Before I begin to talk about the subject at hand, I'd like to tell you a little about myself so you can see where I am coming from and pehaps from this you will understand why I am doing what I and my son, Edwin are doing.

Columbia Business School upper level seminar in value investing by Walter Schloss (PDF File)

Los Angeles hedge-fund manager Jamie Rosenwald has launched a value-investing class at New York University. Smart lessons, savvy stock pick
  
Graham and Dodd Head Downtown by Leslie P.Norton (Barrons)

On turning 80 last month the eminent San Francisco investment counselor Philip Fisher was in a valedictory mood. Rarely interviewed, he sat for a long chat with FORBES. He is one of the seminal figures of modern investment thinking--one of the first, if not the first, to develop the thesis that growth stocks have identifiable characteristics that make them different from ordinary stocks. 

What we can learn from Phil Fisher. (interview) Warren E. Buffett; Thomas Jaffe (rbcpa.com)

"Everybody in Wallstreet is so smart that their brilliance offsets each other, and that whatever they know is already reflected in the level of stock prices pretty much and consequently what happens in the future represents what they don't know." - Benjamin Graham

Legacy of Benjamin Graham: The Original Adjunct Professor (Youtube)

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