Value Investing World

Tuesday, November 2, 2010

ValueHuntr blog: The Papers of Benjamin Graham

It took me over a year to do this, but after many trips to the NYC research library I’ve finally compiled over 40 papers originally written by Benjamin Graham into an easy-to-read book format. These papers are not part of either Intelligent Investor nor Security Analysis. The papers range from 1930 to 1974, basically Ben Graham’s entire professional life. Enjoy!
……….
Link to PDF: The Papers of Benjamin Graham
Posted by Joe at 11/02/2010
Labels: Ben Graham
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Value Investing World is a blog dedicated to promoting the multidisciplinary approach to investing and development of – as Charlie Munger describes it – a latticework of mental models. Although largely focused on linking to investing and economic material it deems of interest, it will also post and link to material from other disciplines that it thinks worth reading or watching.

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  • Interview with Peter Bevelin, author of Seeking Wisdom - from Darwin to Munger
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  • Dr. Peter Drucker: FEEDBACK: KEY TO CONTINUOUS LEARNING
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  • Tom Russo quote
  • Bill Gates quote from Charlie Rose interview (or, how the world's best companies are built by fanatics)
  • Charlie Munger - USC Law School Commencement - May 13, 2007
  • Charlie and Checklists
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Charlie Munger

  • Poor Charlie's Almanack
  • The Best of Charlie Munger: 1994-2011
  • VIDEO: Charlie Munger - USC Law School Commencement - May 13, 2007
  • NOTES: Charlie Munger - USC Law School Commencement - May 13, 2007
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Warren Buffett

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Ben Franklin

  • Ben Franklin's 13 Virtues
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Benjamin Graham

  • The Papers of Benjamin Graham (PDF)
  • The Rediscovered Benjamin Graham: Selected Writings of the Wall Street Legend (PDF)
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  • Securities in an Insecure World (1963 Speech)

Peter Bevelin

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  • PDF of Peter Bevelin interviews (2007 and 2009 with Value Investing World; 2016 with Farnam Street)

Howard Marks

  • Howard Marks memos
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  • Book: The Most Important Thing
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Seth Klarman

  • Seth Klarman Letters: 1995 - mid 2001
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Michael Mauboussin

  • Measuring the Moat
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  • The Base Rate Book
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  • Who Is On the Other Side?
  • What Does a Price-Earnings Multiple Mean?
  • What Does an EV/EBITDA Multiple Mean?
  • Capital Allocation
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  • Operating Leverage

Diversification

  • Warren Buffett on Diversification - 1966
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  • Phil Fisher on diversification
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  • A quick diversification thought...
  • A few comments on the Berkshire Hathaway letter to shareholders

Checklists

  • Charlie and Checklists
  • An Investing Principles Checklist from Poor Charlie
  • Key Checklist Items

Expert Performance / Self-Improvement

  • Bill Gates quote from Charlie Rose interview (or, how the world's best companies are built by fanatics)
  • Dr. Peter Drucker: FEEDBACK: KEY TO CONTINUOUS LEARNING
  • What it takes to be great

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