In today’s financial world, the line between investing and speculation are often blurred. What is the real distinction between the two? Jason Zweig endeavors to answer that on The Wall Street Journal’s Total Return blog. “As Josh Brown at the Reformed Broker pointed out earlier this week, nearly all commentary about the financial markets is […]
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Tag Archives: Benjamin Graham
How Ben Graham Is Still Beating the Market Today
December 27, 2012 
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While Benjamin Graham’s classic The Intelligent Investor was written over six decades ago, the Defensive Investor strategy he laid out in it remains a winner, Validea CEO John Reese writes in his latest Forbes.com column. “The investment world is no stranger to apparent greatness that doesn’t last,” Reese writes. “Every year, a number of fund […]
Read moreDouble-Digit Returns from a 60-Year-Old Strategy
July 20, 2012 0 Comments
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Benjamin Graham-inspired strategy, which has averaged annual returns of 12.1% since its July 2003 inception vs. 3.5% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring […]
Read moreFisher Likes Pharma, Tech, and Toys — and Books
May 17, 2012 0 Comments
In his latest column for Forbes, Kenneth Fisher recommends a number of classic investing books, and advises readers to learn all they can from them. Among the books Fisher touts are Benjamin Graham and David Dodd’s Security Analysis, and Roger Babson’s Business Barometers for Anticipating Conditions — which he thinks could increase 100-fold in value […]
Read moreAdvice from the Best — In 10 Words or Less
January 27, 2012 0 Comments
Could you distill your investment philosophy into 10 words or less? In his latest post for The Wall Street Journal’s Total Return blog, Jason Zweig poses that question to some of the world’s most successful investors. Zweig says that when someone recently asked him the question, he “laughed and said, ‘Of course not!’ But right afterward, […]
Read moreCooperman, Gabelli, Whitman Talk Value
November 17, 2011 0 Comments
The latest issue of Columbia Business School’s Graham & Doddsville newsletter features interviews with three top investors, Leon Cooperman, Mario Gabelli, and Marty Whitman. (Tip of the cap to GuruFocus.com for highlighting the newsletter, which can be downloaded via this link.) In the wide-ranging interviews, Cooperman, Gabelli, and Whitman talk extensively about their own career […]
Read moreThe Graham Approach: How A 60-Year Old Strategy Still Scores Big
October 14, 2011 1 Comment
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Benjamin Graham-inspired strategy, which has averaged annual returns of 14.4% since its July 2003 inception vs. 2.3% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring […]
Read moreGraham’s Strategy Still Producing Excellent Returns
June 24, 2011 0 Comments
In his latest “Number Cruncher” column for Canada’s Globe and Mail, John Heinzl takes a look at Validea’s Benjamin Graham-inspired stock-picking model, which has continued to produce stellar results some 60-plus years after Graham detailed it in his classic book, The Intelligent Investor. “Graham used a conservative, risk-averse approach that focused as much on preserving […]
Read moreDividends and “Corporate Scrooges”: WWBGD (What Would Ben Graham Do)?
June 1, 2011 0 Comments
While U.S. companies have been raking in big profits since the end of the Great Recession, much of those profits are staying locked up on corporate balance sheets. And, in a recent column, The Wall Street Journal’s Jason Zweig takes a look at why that’s happening, and what he thinks the great Benjamin Graham would […]
Read moreThe “Seven Immutable Laws of Investing”
May 20, 2011 1 Comment
In a recent white paper, GMO’s James Montier takes an interesting look at what he says are “The Seven Immutable Laws of Investing”. The first rule, on which Montier spends the most time, invokes the late, great Benjamin Graham: “Always Insist on a Margin of Safety”. Montier writes: “Valuation is the closest thing to the […]
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