#367
Mentioned in 48 episodes

Security Analysis

Book • 1934
First published in 1934, Security Analysis is a seminal work in the field of finance that lays the intellectual foundation for value investing.

The book, written by Benjamin Graham and David L. Dodd, distinguishes between investing and speculating, emphasizes the importance of thorough financial analysis, and introduces key concepts such as the 'margin of safety.

' The sixth edition includes commentary from leading Wall Street money managers and a foreword by Warren E. Buffett, who has praised the book for its enduring relevance in modern markets.

Mentioned by

Mentioned in 48 episodes

Mentioned by
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Adam Karr
in comparison to Peter Lynch's book.
1,706 snips
Adam Karr: The Investing Blueprint
Mentioned by
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William Green
in the context of comparing Dean Ornish's book to Graham's work.
687 snips
RWH044: How To Beat The Market w/ Bryan Lawrence
Edited by
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Seth Klarman
, it's a classic book on value investing.
269 snips
Seth Klarman – Timeless Value Investing (EP.328)
Mentioned by
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Howard Marks
, highlighting their view on fixed-income investing as a negative art focused on downside avoidance.
224 snips
Howard Marks: Oaktree Capital, Investment philosophy, Risk and Randomness
Mentioned by Michael Mauboussin as the basis for a course he teaches at Columbia Business School, focusing on security analysis.
200 snips
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
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Bill Nygren
as a book review substitute for his security analysis class.
174 snips
RWH058: Winning Ways w/ Bill Nygren
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David Senra
as Warren Buffett's first hero and a major influence on his investment philosophy.
140 snips
#182 Warren Buffett (The Making of an American Capitalist)
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William Green
as the author of "Security Analysis", a book that discusses the cyclical nature of financial markets.
137 snips
RWH046: A New Golden Age w/ Bob Robotti
Mentioned by Michael Mauboussin in relation to his views on intangible assets.
136 snips
Episode 344 - Michael Mauboussin: The One Job of an Equity Investor
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Preston Pysh
when discussing preferred stock and referring to a quote from the book.
113 snips
Preston Pysh: Who's Selling Bitcoin? Bearish Sentiment, Bitcoin Treasury Warning Signs and Ponzi Schemes
Mentioned by the podcast host as one of the market classics
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Ed Thorp
e studied.
92 snips
#93 Ed Thorp (A Man for All Markets)
Mentioned by
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William Green
while discussing
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Bruce Berkowitz
's essay in the book.
85 snips
RWH041: Ignore the Crowd w/ Super-investor Bruce Berkowitz
Mentioned by
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David Senra
as a seminal book on value investing that influenced Peter Cundill.
69 snips
#160 Peter Cundill
Mentioned when discussing Warren Buffett's method for valuing companies, based on a book by Ben Graham.
60 snips
EP05: Bittensor's Philosophical Ethos: Open Source Freedoms Driving TAO Wealth
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Michael Nadeau
in the context of DCF (discounted cash flow) as a social construct brought forward in the 1930s.
57 snips
Are We Headed for an Altseason Melt-up? | Michael Nadeau’s Defi Report #1
Mentioned as the author of Security Analysis, from which
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Aswath Damodaran
describes Ben Graham's security analysis in his investing philosophy.
45 snips
Show Us Your Portfolio: Aswath Damodaran
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Charles Ellis
as a thorough examination of investing principles that remains relevant.
33 snips
[REPLAY] Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197)
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Morgan Housel
when discussing the difference between positive and negative arts in investing.
31 snips
The Psychology of Money w/ Morgan Housel
Mentioned by
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Jim O'Shaughnessy
among other books he read while learning about investing.
31 snips
117 - Timeless Wisdom for Crypto Investors | Jim O'Shaughnessy

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