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: 3 of the highest returning ASX200 stocks and 2 being overlooked
10 blue chip management teams in the ASX200
Buy Hold Sell: The 3 best and 2 worst performing ASX100 stocks in FY22
Buy Hold Sell: 5 Aussie small caps to weather the storm
The small-cap sectors to avoid (and where to invest)
Buy Hold Sell: 5 discounted growth stocks
Buy Hold Sell: 5 stocks that surprisingly benefit from rising rates
2 contrarian predictions (and the stocks to play them)
Buy Hold Sell: 6 bullish calls to beat the portfolio blues
Buy Hold Sell: 5 daringly disruptive stocks
Buy Hold Sell: China v US
Buy Hold Sell: 5 emerging leaders for your watchlist
Buy Hold Sell: 5 undervalued global growth stocks
Buy Hold Sell: 5 megatrends and the ETFs to play them
How to build a (multi) million dollar portfolio with ETFs
Buy Hold Sell: 5 ETFs to help you sleep at night
Buy Hold Sell: 4 top stocks (and 2 that have lost their shine)
The best management teams outside of the ASX 20
Buy Hold Sell: 3 stocks for offence (and 2 for defence)
Buy Hold Sell: 5 small caps with big dividends
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