In this keynote address at the 2024 Value Investing Conference, Jason Zweig, tenured investing columnist for The Wall Street Journal, discussed the continued relevance of Benjamin Graham’s principles of value investing, 75 years after the publication of Graham’s classic “The Intelligent Investor”.
Mohnish Pabrai talks about his understanding of risk, the rationale behind cloning as a strategy and why he never went for the insurance model.
In this interview with Institutional Investor, Seth Klarman explains that there are parts of the investment ‘bible’, Security Analysis, where he has had to challenge the book’s premises.
Thomas Gayner, Markel’s CEO, recently attended the annual Ben Graham conference, where he explains why you should never be in a hurry to sell a position.
Seth Klarman, CEO of Baupost, usually stays out of the spotlight. But the other day, he was a guest on CNBC for the new edition of Benjamin Graham’s Security Analysis, which he has been responsible for updating.
Aswath Damodaran talks about the classic value factors and how today they are often replaced by other but similar price-based metrics.
Kim Shannon is Founder and Co-Chief Investment Officer of Sionna Investment Manager, a value-based investment firm based in Toronto, Canada.
Shannon gives an introduction to value investing, how she selects companies for the portfolio and how we can use market history to our advantage.
Howard Marks, Co-Chairman of Oaktree Capital Management was the Keynote Speaker at the Ben Graham Center for Value Investing’s 2023 Value Investing conference in Toronto Canada. Here, Marks shares some of the most important points from his many memos over the years.
