First Eagle Funds’ Jean-Marie Eveillard, who in early 2007 correctly said that the credit boom was ending and banks were acting as “disguised hedge funds”, tells Forbes.com that he’s bullish…
Tag: Benjamin Graham
The Graham Approach: Still Making Hay after 60 Years
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This week’s issue looks at the Benjamin Graham-inspired Value Investor strategy,…
Zweig: WWGD? (What Would Graham Do?)
Writing sixty years to the day after Benjamin Graham’s classic The Intelligent Investor was published, Jason Zweig says that Graham would be cautious amid a market like this one. “Today…
Is This Crisis Really a "White Swan"?
In a recent article for the CFA Institute Conference Proceedings Quarterly, James Montier, Societe Generale Cross Asset Research’s global strategist, argues that the recent economic crisis and market plunge were…
A "Superinvestor" and Other Depression Survivors Weigh In
Very interesting piece from SmartMoney’s Reshma Kapadia in the magazine’s new May issue. (It doesn’t appear to be available online yet; when it is, we’ll add the link). With all…
Whitman Finding Bargains through Graham & Dodd, with a Twist
The Financial Post of Canada takes an interesting look today at the Benjamin-Graham-esque approach that longtime market-beater Marty Whitman uses to pick value stocks. According to The Post’s Levi Folk,…
Hulbert: Graham's Approach Endures
In his latest MarketWatch column, Mark Hulbert wonders whether the recent market plunge has shown that “maybe Ben Graham isn’t old-fashioned after all”. Over the past couple decades, Hulbert says,…
Buffett "Weighing Machine Metric": Time to Buy Stocks
A metric that Warren Buffett uses to assess the market’s valuation is now showing that it is a good time to buy stocks, Carol Loomis and Doris Burke write for…
Ben Graham Portfolio at Top of The Charts
I always find it interesting to look at the guru portfolios I run on Validea, and ask the question “what is working” now? Over the last month, in a period…
Looking Back at Benjamin Graham's Lectures - 1946 & 1947
Diehard value investors will appreciate the transcripts of lectures featured in “The Rediscovered Benjamin Graham: Selected Writings of the Wall Street Legend,” by Janet Lowe. Posted on John Wiley &…