#714
Mentioned in 39 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.
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 39 episodes
Mentioned by 
Howard Marks , highlighting their view on fixed-income investing as a negative art focused on downside avoidance.
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
Mentioned by 
David Senra as Warren Buffett's first hero and a major influence on his investment philosophy.
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)
Mentioned by 
William Green as the author of "Security Analysis", a book that discusses the cyclical nature of financial markets.
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
Mentioned by 
Michael Nadeau in the context of DCF (discounted cash flow) as a social construct brought forward in the 1930s.
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 by 
Morgan Housel when discussing the difference between positive and negative arts in investing.
Morgan Housel when discussing the difference between positive and negative arts in investing.
31 snips
The Psychology of Money w/ Morgan Housel
Mentioned by Cullen Roche when discussing his early influences in investing and value investing principles.
29 snips
TIP486: Macro Investing w/ Cullen Roche
Mentioned by 
Ted Seides as a classic value investing book, edited by Seth Klarman in its seventh edition.
Ted Seides as a classic value investing book, edited by Seth Klarman in its seventh edition.
27 snips
2023 Top Episode #1: Seth Klarman – Timeless Value Investing, EP.328
Mentioned by Morgan Housel when discussing the difference between positive and negative arts in investing.
Morgan Housel when discussing the difference between positive and negative arts in investing.
23 snips
The Psychology of Money with Morgan Housel
