Category: The Intelligent Investor

  • Margin of Safety as the Central Concept of Investment (MG Book Club Chapter 20)

    This is the twentieth discussion of the ModernGraham Book Club’s reading of The Intelligent Investor by Benjamin Graham. This week we will discuss the twentieth chapter, which is titled “‘Margin of Safety’ as the Central Concept of Investment.” Even if you don’t have the book I think you will find our discussions to be very useful in your own understanding of value investing, and you can still bring a lot to the discussion from your own experiences as an investor.

  • Shareholders and Managements: Dividend Policy (MG Book Club Chapter 19)

    This is the nineteenth discussion of the ModernGraham Book Club’s reading of The Intelligent Investor by Benjamin Graham. Even if you don’t have the book I think you will find our discussions to be very useful in your own understanding of value investing, and you can still bring a lot to the discussion from your own experiences as an investor.

  • A Comparison of Eight Pairs of Companies (MG Book Club Chapter 18)

    A Comparison of Eight Pairs of Companies (MG Book Club Chapter 18)

    This is the eighteenth discussion of the ModernGraham Book Club’s reading of The Intelligent Investor by Benjamin Graham. Even if you don’t have the book I think you will find our discussions to be very useful in your own understanding of value investing, and you can still bring a lot to the discussion from your own experiences as an investor.

  • Four Extremely Instructive Case Histories (MG Book Club Chapter 17)

    Four Extremely Instructive Case Histories (MG Book Club Chapter 17)

    Four Extremely Instructive Case Histories This is the seventeenth discussion of the ModernGraham Book Club’s reading of The Intelligent Investor by Benjamin Graham (affiliate link).  In last week’s discussion, we discussed the sixteenth chapter, which explored some of Graham’s thoughts regarding convertible bonds.  This week we will discuss the seventeenth chapter, which is titled “Four Extremely Instructive Case Histories.” […]

  • Convertible Issues and Warrants (MG Book Club Chapter 16)

    Convertible Issues and Warrants (MG Book Club Chapter 16)

    Learn about what Benjamin Graham thought about Convertible Bonds by participating in this week’s MG Book Club discussion!

  • Stock Selection for the Enterprising Investor (MG Book Club Chapter 15)

    Stock Selection for the Enterprising Investor (MG Book Club Chapter 15)

    In this week’s discussion of The Intelligent Investor, we delve into the specifics of how ModernGraham has modernized Benjamin Graham’s requirements for Enterprising Investors. Be sure to check it out and join in the book club discussion!

  • Stock Selection for the Defensive Investor (MG Book Club Chapter 14)

    Stock Selection for the Defensive Investor (MG Book Club Chapter 14)

    Graham provided Defensive Investors with 7 requirements for selecting stocks. Let’s take a look at each of the Defensive Investor’s requirements, and how I have modernized them here at ModernGraham.

  • A Comparison of Four Listed Companies ($AMZN, $INTC, $NFLX, and $WFC) (MG Book Club Chapter 13)

    A Comparison of Four Listed Companies ($AMZN, $INTC, $NFLX, and $WFC) (MG Book Club Chapter 13)

    In this week’s discussion of The Intelligent Investor, we use Graham’s ideas to compare four listed companies: Amazon, Intel, Netflix, and Wells Fargo. Even if you don’t have the book I think you will find our discussions to be very useful in your own understanding of value investing, and you can still bring a lot to the discussion from your own experiences as an investor.

  • Things to Consider About Earnings Per Share (MG Book Club Chapter 12)

    Things to Consider About Earnings Per Share (MG Book Club Chapter 12)

    This chapter is one of the key chapters in the book, and expounds some central concepts to the approach ModernGraham uses. Even if you don’t have the book I think you will find our discussions to be very useful in your own understanding of value investing, and you can still bring a lot to the discussion from your own experiences as an investor.

  • Security Analysis for the Lay Investor: General Approach (MG Book Club Chapter 11)

    Security Analysis for the Lay Investor: General Approach (MG Book Club Chapter 11)

    This is the eleventh discussion of the ModernGraham Book Club’s reading of The Intelligent Investor by Benjamin Graham. This week we will discuss the eleventh chapter, which is titled “Security Analysis for the Lay Investor: General Approach.” Even if you don’t have the book I think you will find our discussions to be very useful in your own understanding of value investing, and you can still bring a lot to the discussion from your own experiences as an investor.