When things are not working out, a lesser-known piece of Graham’s writing can show you the way
One of the most overlooked sections in great value investing writing is chapter two in Benjamin Graham and David Dodd’s classic “Security Analysis.” [1] Entitled “Fundamental Elements in the Problem of Analysis. Quantitative and Qualitative Factors,” the chapter is filled with insights on both an investor’s approach and views on data and information about possible investments.
…also:
Post Election: Pause, Reflect, and Act Carefully
