From The Archives: Benjamin Graham Lecture On Security Selection [Pt.2]

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Rupert Hargreaves
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Valuewalk, Ben Graham, Benjamin Graham, writing, reading, books, The Intelligent Investor, Value investing, value investors, Berkshire Hathaway, Warren Buffett, investor psychology, minimal debt, buy-and-hold investing, fundamental analysis, concentrated diversification, margin of safety, activist investing, contrarian mindsets

This is the second part of a two-part series on Benjamin Graham’s 1963 lecture,’Security in an Insecure World.’ Q3 hedge fund letters, conference, scoops etc In the first article, I covered Benjamin Graham thoughts on why the average investor cannot outperform the market and his recommendations for portfolio management, specifically, his recommendations for asset allocation between stocks and bonds. In this part, I’m going to look the advice he gave his students with regards to selecting securities to include in portfolios. This is specifically limited to equities, because, as described below, Benjamin Graham didn’t think it was worth spending much…

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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