#413

Mentioned in 42 episodes

Security Analysis

Book • 1934

Benjamin Graham

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

Bruce Berkowitz

Jim O'Shaughnessy

Mentioned in 42 episodes

Mentioned by

Adam Karr

in comparison to Peter Lynch's book.

Adam Karr: The Investing Blueprint

Mentioned by

William Green

in the context of comparing Dean Ornish's book to Graham's work.

RWH044: How To Beat The Market w/ Bryan Lawrence

Edited by

Seth Klarman

, it's a classic book on value investing.

Seth Klarman – Timeless Value Investing (EP.328)

Mentioned by Michael Mauboussin as a great book.

Seth Klarman - Contrarian Investing, Discipline, and Building Baupost

Mentioned by

Howard Marks

, highlighting their view on fixed-income investing as a negative art focused on downside avoidance.

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.

Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More

Mentioned by

Bill Nygren

as a book review substitute for his security analysis class.

RWH058: Winning Ways w/ Bill Nygren

Mentioned by

David Senra

as Warren Buffett's first hero and a major influence on his investment philosophy.

#182 Warren Buffett (The Making of an American Capitalist)

Mentioned by

William Green

as the author of "Security Analysis", a book that discusses the cyclical nature of financial markets.

RWH046: A New Golden Age w/ Bob Robotti

Mentioned by Michael Mauboussin in relation to his views on intangible assets.

Episode 344 - Michael Mauboussin: The One Job of an Equity Investor

Mentioned by the podcast host as one of the market classics

Ed Thorp

e studied.

#93 Ed Thorp (A Man for All Markets)

Mentioned by

William Green

while discussing

Bruce Berkowitz

's essay in the book.

RWH041: Ignore the Crowd w/ Super-investor Bruce Berkowitz

Mentioned by

David Senra

as a seminal book on value investing that influenced Peter Cundill.

#160 Peter Cundill

Mentioned by

Michael Nadeau

in the context of DCF (discounted cash flow) as a social construct brought forward in the 1930s.

Are We Headed for an Altseason Melt-up? | Michael Nadeau’s Defi Report #1

Mentioned by

Charles Ellis

as a thorough examination of investing principles that remains relevant.

[REPLAY] Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197)

Mentioned by

Morgan Housel

when discussing the difference between positive and negative arts in investing.

The Psychology of Money w/ Morgan Housel

Mentioned by

Jim O'Shaughnessy

among other books he read while learning about investing.

117 - Timeless Wisdom for Crypto Investors | Jim O'Shaughnessy

Mentioned by

Cullen Roche

when discussing his early influences in investing and value investing principles.

TIP486: Macro Investing w/ Cullen Roche

Mentioned by

Ted Seides

as a classic value investing book, edited by

Seth Klarman

in its seventh edition.

2023 Top Episode #1: Seth Klarman – Timeless Value Investing, EP.328

Mentioned by

Clay Finck

as a book that Warren Buffett practically memorized.

TIP482: How Warren Buffett Became the Greatest Investor to Ever Live (Part 1)

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