Reorganization
The word reorganization is a euphemism to anyone who has visited the VALUE VAULT. What organization? I rushed to place as much material and readers’ contributions into the VAULT for others. But with more new material, I must organize the material for faster and EASIER access.
I will organize in the categories of SEARCH, VALUATION, PROCESS, INVESTORS, and YOU.
Within the INVESTORS folder, there is a folder, GRAHAM. The contents are listed below. I will slowly be reorganizing the VAULT folder by folder while adding new material. Thoughts are welcome.
| INVESTORS | |
| Graham | |
| The Intelligent Investor by Ben Graham and Ed by Jason Zweig | |
| Security Analysis_First Edition_1935 | |
| Security Analysis_Second Edition_1940 | |
| Security Analysis_Sixth Edition_2010 | |
| Rediscovered Graham Lecture, Supplement to 1940 Sec. Analysis | |
| Interpretations of Financial Statements by Graham | |
| Graham Concepts | Superinvestors of Graham and Doddesville |
| How to Think Like Ben Graham and Invest Like Warren Buffett | |
| Building a Profession | |
| Chapter 20 of Intelligent Investor: Margin of Safety | |
| Beta vs. Margin of Safety_Mauboussin | |
| A Study of Market History Through Graham and others | |
| Lessons_Ideas of Benjamin Graham_AIMR Pub | |
| Tweedy | The Little Book of Value Investing |
| Mizrahi | How to Get Started in Value Investing |
Suggestion
If you only had an hour to learn “value” (the hunt for bargains) investing, you should read Chapters, 8 and 20 on “Mr. Market” and “Margin of Safety” in The Intelligent Investor by Ben Graham. If you wish to go further, then absorb the book. Graham’s book on the Interpretations of Financial Statement is a good primer for you to read alongside the annual reports of companies that interest you. For the hardcore, tackle Security Analysis. Beginners can step back and read the books from Chris Browne (Tweedy) and Charles Mizrahi. Graham’s star student, Warren E. Buffett, who further refined the value investing approach has a separate folder in the Value Vault.
Warren Buffett speaks about his mentor, Benjamin Graham, http://www.youtube.com/watch?v=HCZMs01W0KM
Marty Whitman on Graham: http://www.youtube.com/watch?v=YDXQwlOpUBE
Intrinsic Value: http://www.youtube.com/watch?v=2SL37GwA6Sc. You should be able to explain The Intelligent Investor to a group of students if you read the book carefully.
Best of Value Investing: http://www.youtube.com/watch?v=2SL37GwA6Sc