Blind Valuation: What Would You Pay?

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Rupert Hargreaves
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Benjamin Graham, the godfather of value investing believed that to value a company all you needed to do is study the figures. Graham made no effort to value intrinsic, company-specific value-adding qualities. [munger] All he was looking for was value; no matter where it came from. “…Ben would like to take companies that appeared close in the alphabet and compare them statiscally. I remember specifically Coca-Cola and Colgate Colgate-Palmolive Company (NYSE:CL) where he showed statistically how much cheaper Colgate was than Coke and he compared Dow Chemical to Distiller Seagram (now Seagrams) in which Seagrams was much cheaper…” Walter Schloss 1993. The full…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk

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