MONEY IN STEREO
Monday, February 25, 2013
Tuesday, February 19, 2013
An Hour with Ben Graham
Below is a 1976 interview with Benjamin Graham at his home in Lo Jolla, CA. Mr. Hartman L. Butler, Jr., CFA recorded the conversation via his cassette recorder and then transcribed the interview which is displayed just below. The conversation touches on Graham's shift from the "selective approach to the group approach" with less emphasis on the individual company. I think it is an interesting to see someone like Joel Greenblatt start to shift his emphasis similarly to the group approach
Tuesday, February 5, 2013
Monday, February 4, 2013
The Legacy of Benjamin Graham (video)
Below is a video from the recent Columbia Student Investment Management Conference. This video contains rare video footage of Graham as well as interviews with other legends such as: Benjamin Graham, Jr Warren Buffett,Charles Brandes, Irving Kahn, and others.
Sunday, January 27, 2013
East Coast Asset Management Q4 Letter
Christopher Begg of East Coast Asset Management is out with his Q4 letter, which is a great read as usual. In their prior letter about investment process and types of investments that East Coast makes, one category highlighted by Begg was 'Transformations.' In this most recent letter, Begg delves deeper into their view of transformations and breaks them into three categories: Secular, Systemic, and Separation (spinoffs). Check out the letter in it's entirety for Begg's commentary of some of their holdings that exmplify 'transformations' such as Union Pacific, WABCO, and Colfax.
Saturday, December 29, 2012
Grant's Interest Rate Observer Winter Break Edition
Grant's Pub annually puts together a free Summer Break and Winter Break issue of the much lauded Grant's Interest Rate Observer. Embedded below is the 2012 Winter Break Issue. Enjoy.
Grant's Interest Rate Observer Winter Break Edition
Grant's Interest Rate Observer Winter Break Edition
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