Excellent interview, however please improve the audio. It just works for the left earpiece.
@StephenDoty843 жыл бұрын
5:34 The switch from Graham-style value criteria, from book value, was not just to assessing patents and trademarks and intellectual property and tech, but to discount not just future earnings but potential GROWTH in earnings, known as buying GARP too; so people looked to price to sales ratios, growth in market share, etc.
@retsvus3 жыл бұрын
"It's tough to make predictions, especially about the future." Yogi Berra
@randalldougherty22493 жыл бұрын
Very good interview! An important distinction in thought process between Graham's time and today for anyone that has read his works. His thoughts are as valid today as they were when he originally wrote them. One just has to step back and take a check of perspective as to what constitutes value today.
@Talkinglife3 жыл бұрын
Great video.....
@JamesToler2 жыл бұрын
Beautiful!!
@StephenDoty843 жыл бұрын
3:11 when J.M. Keynes quit "credit cycle" investing, as he called it, which involved timing the business cycle, he became a value investor in the early 1930s before Graham or simultaneously. So Keynes may have been the true father of value investing. Q: Did Graham read Keynes, like Buffett did?
@charlesbrowne95903 жыл бұрын
Keynes’ reputation has suffered because only half of his advise on how to smooth business cycles was implemented.
@rondrake37202 жыл бұрын
Love tha Cat
@brianhollenbeck86333 жыл бұрын
@undwallace likes the fact that smart people have cats!😻😻👑🌎🌍🌏😘
@dzikzone2 жыл бұрын
My right ear feels sad and lonely
@mourad_weider3 жыл бұрын
Jason is one of the greatest
@edghar79952 жыл бұрын
💓
@vm-bz1cd3 жыл бұрын
Benjamin graham would NOT approve of investors exposed heavily to stocks in the current overvalued market. When the Dow was “overpriced” he recommended a 20% allocation to stocks. Furthermore interest rates were never this low during his time, so he would have a hard time recommending Bonds either. I believe he may be comfortable with something like the “permanent portfolio”-- 25% Each to stocks, bonds, cash, and gold. RIP
@briankraemer81393 жыл бұрын
Get rid of the cat! It's difficult enough to follow the logic of financial discussions without a cat shaking bells in the background. That's probably why Consuelo kept this conversation down to twelve minutes.