Buy Hold Sell, by Livewire Markets
Business:Investing
There are many famous fathers.
Hippocrates is the father of modern medicine, James Brown is the father of Soul, and Darth Vader is the father of Luke Skywalker.
But there is only one father of value investing, and that's none other than Benjamin Graham.
Graham, along with the oft-overlooked David Dodd, wrote the classic book on investing: The Intelligent Investor. It’s a staple for anyone who is serious about investing in general, and value investing in particular.
The central idea of the book is to approach investing with a long-term focus and to view stocks as ownership in a business, rather than mere pieces of paper to be traded.
The text also thoroughly covers the importance of in-depth analysis, risk management, and one of the most enduring principles – a margin of safety.
A margin of safety refers to buying a stock at a price below its intrinsic value, so as to provide protection against market gyrations.
So, how would the principles laid out The Intelligent Investor stack up today on the ASX?
To answer that question, Livewire's Ally Selby was joined by Forager Funds Management’s Steve Johnson and Tyndall Asset Management’s Jason Kim.
Note: This episode was filmed on Wednesday 15 November 2023. You can read an edited transcript below.
https://www.livewiremarkets.com/wires/how-benjamin-graham-would-invest-on-the-asx/
Buy Hold Sell: 5 ASX stocks for the ”goldilocks” scenario
How to find the highest quality large-cap stocks on the ASX
Buy Hold Sell: 5 large-cap stocks with rock-solid balance sheets
Buy Hold Sell: How bad will the fixed-rate mortgage cliff be (and 2 stocks that could still benefit)
Buy Hold Sell: Why energy stocks are cheaper than they’ve been in years (and 2 stocks on the rise)
Buy Hold Sell: 2 big tech buys and the fundies debate the sector’s next steps
3 dividend darlings (and 2 with adviser approval)
6 adviser-approved funds for income (and 2 to rid from your portfolio)
The 2023 guide to income for investors of all ages
Buy Hold Sell: 5 stocks for your radar right now
2 stocks fundies would bet the house on
Buy Hold Sell: 5 boring stocks trading at beautiful prices
Buy Hold Sell: 5 long-term compounders for the bottom drawer
2 stocks facing headwinds (and the themes fundies are shorting in 2023)
Buy Hold Sell: 3 of the ASX’s most shorted stocks (and 2 long-term buys)
Buy Hold Sell: 3 ASX stocks dropping their dividends (and 2 on the way up)
6 stocks with sustainably high dividends (and 2 on the way south)
Buy Hold Sell: 5 high yielders trading at compelling prices
Buy Hold Sell: 3 rockstars (and 2 past their prime)
Why there’s still room in the tank for battery materials
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