#343

Mentioned in 61 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

Aswath Damodaran

Tobias Carlisle

William Higgons

Mentioned in 61 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

Mentioned by Michael Mauboussin as a great book.

Seth Klarman - Contrarian Investing, Discipline, and Building Baupost

Edited by

Seth Klarman

, it's a classic book on value investing.

Seth Klarman – Timeless Value Investing (EP.328)

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 Michael Mauboussin in relation to his views on intangible assets.

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

Mentioned by

Bill Nygren

as a book review substitute for his security analysis class.

RWH058: Winning Ways w/ Bill Nygren

Mentioned as a popular book published in 1934 because a new way was needed to make money on Wall Street.

Episode 378: Learning from Market History

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 the podcast host as one of the market classics

Ed Thorp

e studied.

#93 Ed Thorp (A Man for All Markets)

Mentioned by

Preston Pysh

when discussing preferred stock and referring to a quote from the book.

Preston Pysh: Who's Selling Bitcoin? Bearish Sentiment, Bitcoin Treasury Warning Signs and Ponzi Schemes

Mentioned by

William Green

while discussing

Bruce Berkowitz

's essay in the book.

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

Mentioned as the author of Security Analysis, from which

Aswath Damodaran

describes Ben Graham's security analysis in his investing philosophy.

Show Us Your Portfolio: Aswath Damodaran

Mentioned by

David Senra

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

#160 Peter Cundill

Mentionné par

William Higgons

en citant une règle de base de sa stratégie d'investissement value.

L'IA, la nouvelle bulle internet ? - Allo La Martingale #32

Mentioned when discussing Warren Buffett's method for valuing companies, based on a book by Ben Graham.

EP05: Bittensor's Philosophical Ethos: Open Source Freedoms Driving TAO Wealth

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

Tobias Carlisle

as one of the books he read to study Buffett in the late 1990s.

TIP764: The Art of Buffett w/ Tobias Carlisle

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