Entity Dossier
entity

Graham

Strategic Concepts & Mechanics

Signature MovePerot: Obscene Demands Until They Stop Saying No
Signature MoveBuffett: Insurance Float as a Super Margin Account
Signature MoveHuizenga: Close in the Stench Until They Say Yes
Cornerstone MoveSteal the Playbook, Then Outrun the Author
Risk DoctrineLuck Acknowledged Then Ruthlessly Exploited
Identity & CultureJoy in the Chase Not the Prize
Capital StrategyHold Your Equity Until It Compounds Past Nine Figures
Identity & CultureThick Skin Inherited or Forged by Fire
Cornerstone MoveConsolidate Fragmented Industries at Blitzkrieg Speed
Cornerstone MoveNobody Got Rich Watching from the Stands
Strategic PatternHigh-Growth Industry as the Only On-Ramp
Capital StrategyInsurance Float as Empire Foundation
Signature MoveKerkorian: Sell Before the Peak, Never Pick the Bone Clean
Relationship LeveragePolitical Access as Wealth Multiplier Not Wealth Creator
Cornerstone MoveKeep the Back Door Open on Every Bet
Operating PrincipleFrugality as Permanent Competitive Moat
Signature MoveWalton: Spy on Every Competitor Then Outwork Them All
Signature MoveRockefeller: Silent Desk, Then Swivel-Chair Knockout
Strategic PatternGrowth Companies in Disguise
Decision FrameworkHistory Over Accounting as Foundation
Capital StrategyLearn-Earn-Return Lifecycle of Capital
Cornerstone MoveCompounding Requires Never Spending the Capital
Risk DoctrinePanic-Proof Through Private Valuation
Decision FrameworkCheap Stocks Deserve Their Price Until Proven Otherwise
Signature MoveShelby Jr: Small-Cap Contrarian After Bear Markets
Cornerstone MoveCrisis Creates Opportunity: Buy When Blood Runs
Signature MoveShelby Cullom Davis: Dowager's Living Room Portfolio
Cornerstone MoveOwn the Money Business, Never the Factory
Cornerstone MoveDavis Double Play: Earnings Growth Plus Multiple Expansion
Risk DoctrineEmerging Market Enthusiasm as Charitable Donation
Signature MoveDavis Sr: Margin as Focus Fuel Not Just Leverage
Signature MoveDavis Sr: Silver Bullet Competitor Question
Strategic PatternPost-Crash Cash Surplus as Catalyst
Signature MoveSalesman's Letters to Build the War Chest
Signature MoveFour Sentences or Get Out
Signature MoveShadow Portfolio Scorekeeping
Capital StrategyFree Cash Flow as True North
Signature MoveHire Athletes With Ethics Not Just Analysts
Cornerstone MoveGraham-Dodd Deep Dig Then Global Macro Extraction
Cornerstone MoveStory Intact Then Double Down, Story Broken Then Walk Away
Operating PrincipleNo Market, Only Companies
Relationship LeverageTiger Cubs as Living Legacy
Decision FrameworkComplexity as Disqualifier
Risk DoctrineConsistently Not Stupid Beats Brilliant
Signature MoveIntrinsic Value Through Cash Flow Not Momentum
Signature MoveStock as Business Ownership Not Ticker Symbol
Cornerstone MoveMr. Market as Servant Not Master
Strategic PatternFree Cash Flow as Valuation Bedrock
Operating PrincipleBottom-Up Only Valuation
Signature MoveIndependent Thought Over Herd Regression
Operating PrincipleSimplicity as Performance Advantage
Cornerstone MoveBuy at One-Third of Sellout Value Then Wait
Signature MoveShort-Term Predictions in the Too-Hard Pile
Cornerstone MoveMargin of Safety Renders Prediction Unnecessary
Decision FrameworkChecklist Before Commitment
Decision FrameworkPrice Versus Value Discipline
Risk DoctrineProjections as Dressed-Up Delusion

Primary Evidence

"As Buffett points out, there is a serious limitation to Graham’s ap¬ proach: It is not always possible to liquidate a company immediately and pocket the difference between its inherent value and its low stock price. While the clock ticks away, moreover, the company may be losing money (a good reason why its stock is depressed in the first place). The outcome is a long wait for a disappointing payoff, which translates into a mediocre return on the supposed bargain purchase.68 A further problem is that al¬ though attractive “value stocks” are plentiful after a severe downturn such as U.S. stocks suffered in 1973-1974, they can be extremely hard to find in better times. In short, readers should not expect to reap billions by per¬ sonally investing in stocks on the basis of Graham’s statistical measures."

Source:How to Be a Billionaire : Proven Strategies From the Titans of Wealth

""You are neither right nor wrong because the crowd disagrees with you," Graham had taught."

Source:The Davis Dynasty

"Graham and Dodd wrote, "An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return." And while there are number of things one needs to look at when evaluating or researching a potential in- vestment, Graham outlines the following six items as essential factors to look at when analyzing a business: 1. Profitability 2. Stability 3. Growth in earnings"

Source:Julian Robertson - A Tiger in the Land of Bears and Bulls

"Graham and Dodd wrote, "Investing, like medicine, law and economics, lies somewhere between an art and a science." The discipline that is investing is backed up by the use of security analysis to develop and present important facts regarding po- tential investments. The idea is to gather information in order to determine intrinsic value and risk characteristics of a specific se- curity."

Source:Julian Robertson - A Tiger in the Land of Bears and Bulls

"a private market intrinsic valuation for a Graham value investor requires that the asset generate free cash flow."

Source:Charlie Munger

"If you cannot accept investing underperformance in the short term in order to achieve long-term investment outperformance, then you are not a candidate for Graham value investing."

Source:Charlie Munger

"The Graham value investor’s job is to recognize mispriced assets when he or she sees them."

Source:Charlie Munger

"Graham value investors do not spend time with top-down factors like monetary policy, consumer confidence, durable goods orders, and market sentiment in doing a business valuation or investing."

Source:Charlie Munger

"A Graham value investor puts short-term predictions about mass psychology in the too hard pile and focuses on what he or she can do successfully with far greater ease."

Source:Charlie Munger

"Simply put, your objective as a Graham value investor is to buy a share of stock at a sufficiently large bargain that you do not need to predict short-term price movements in the stock market."

Source:Charlie Munger

"Graham value investing system simply: buy at a bargain defined by a margin of safety and wait."

Source:Charlie Munger

Appears In Volumes