Updates

  1. Person pages list letters, writing, profiles and links as sortable tables with filters, and show each person's companies as links; Fund letters show each letter's description in its own column.
  2. Experts show a checked job title and a short description of each person; 30 more people have photographs.
  3. Every company, fund, university and publication the experts work for has a page listing the people there.
  4. Fund letters show each letter's thesis and filter by it; 225 person pages list the essays, columns and newsletter issues the person wrote.
  5. Person pages list every essay and newsletter issue a person wrote, and their own books as a table in List view.
  6. Recommends shows the five largest kinds of book and the rest under More; browse pictures load sooner.
  7. Podcasts and talks link the original episode, filter by Audio and video or Press, and list each publisher once.
  8. Pages are wider, Recommends has List and Grid, and a filter clicked again turns off.
  9. Book cards sit in a ruled grid with Open Library and Goodreads links and each book's one-line note.
  10. Funds is now Investors; each investor's styles are buttons that filter the table.
  11. Podcasts and talks on a person's page filter by year and publisher and show as a list or a grid of pictures.
  12. Quotes show only people's own words: 472 summaries written by list sites are gone.
  13. Country pages open from Browse again, and every link on the shelf lands on a page.
  14. Subject and person pages show their sections as tabs, and each book appears once on a person's page.
  15. Book cards show the quote, who said it and the source; grids show five cards to a row.
  16. On a phone, a menu holds the sections, search, Updates, Feedback and dark mode.
  17. Feedback takes a screenshot of the page with no browser prompt, opens a screenshot full size when you click it, and clears itself once sent.
  18. Book cards are centred, search names the topic each book sits in, and any text cut short shows whole on hover.
  19. Search groups its results by kind: people, companies, geographies, subjects, topics, books, funds, fund letters and papers.
  20. The Books table lists who recommended each book by name, and the browser tab names the section you are in.
  21. Feedback can take a screenshot of the page, or one you paste or choose, and opens in the corner beside Updates.
  22. Each rail button reopens its section where you left it, and Browse, Table and People show on every book and subject page.
  23. Filters grey out choices that hold nothing instead of hiding them, and Books › People filters by authors or recommenders.
  24. Feedback takes a subject line and up to three screenshots.
  25. Biographies are grouped by the person they are about: 41 new pages, from Abraham Lincoln to Lee Kuan Yew.
  26. Sport splits into 23 sports, and Religion into one topic per faith.
  27. Book lists show as cards: the cover, one recommendation quote and every recommender by name.
  28. Seventeen subjects that had two or three pages under different names now have one page each.
  29. Every page lists its Experts as authors and recommenders, with a link to them on the Experts tab.
  30. Economics, Financial history, Financial panics and Accounting are subjects of their own, with one page per financial crisis.
  31. Book, person and subject pages open inside the app, so the tabs stay in view.
  32. 996 more book covers, and photographs or logos for 227 more people and companies.
  33. Books › Browse shows every subject as cards, and the rail holds Fund letters, Papers, Experts, Books and Funds.
  34. Every topic over 150 books splits into narrower topics, each with a page of its own.

Send feedback

What is it?
Screenshots, up to 3 (optional)
or paste one with Ctrl+V

We use your email only to reply to you.

Benjamin Graham

Called the father of value investing; wrote Security Analysis (1934) with David Dodd and The Intelligent Investor (1949), which separate a stock's price from the value of the business.

Graham-Newman CorporationColumbia Business School

Security Analysis and The Intelligent Investor are the founding texts of value investing and remain the primary source every later value investor argues from.

7 books of their own · 6 biographies about them · 3 articles · 1 book they recommend

Start here

  1. Security AnalysisDavid L. Dodd, 1934
  2. Storage and Stability1937
  3. The Interpretation of Financial StatementsSpencer B. Meredith, 1937
Benjamin Graham, David L. Dodd · 1934

How to read financial statements sceptically and value bonds and stocks.

“I've spent more time with all of the editions of Benjamin Graham and David Dodd's Security Analysis than with any other book” — Christopher Bloomstran

Source: Semper Augustus 2024 Letter to Clients, 'Books and Tunes for Walking', p. 95

Recommended by: Christopher Bloomstran, Howard Marks and 11 others

Benjamin Graham · 1937

Subtitled A Modern Ever-Normal Granary; commodity-reserve currency plan.

Recommended by: Mohnish Pabrai

Benjamin Graham, Spencer B. Meredith · 1937

A short line-by-line primer on the balance sheet, income account and key ratios.

Recommended by: Mohnish Pabrai

Benjamin Graham, Jason Zweig · 1949

Treat stocks as parts of businesses and buy only with a margin of safety.

“I have been accused of telling all my secrets. I have written a number of books, and I reveal them all in these books.” — Benjamin Graham

Source: Graham on revealing everything he knows in his books

Recommended by: Benjamin Graham, Christopher Bloomstran and 27 others

Benjamin Graham · 1996

Published posthumously; edited by Seymour Chatman.

Recommended by: Mohnish Pabrai

Seth Klarman, Benjamin Graham, David L. Dodd · 2023

Klarman was lead editor of the sixth (2008) and seventh (2023) editions.

Security AnalysisHow to read financial statements sceptically and value bonds and stocks.1934T1Christopher Bloomstran, Howard Marks, Joel Greenblatt and 10 others
Storage and StabilitySubtitled A Modern Ever-Normal Granary; commodity-reserve currency plan.1937T4Mohnish Pabrai
The Interpretation of Financial StatementsA short line-by-line primer on the balance sheet, income account and key ratios.1937T1Mohnish Pabrai
World Commodities and World Currency–1944T4Mohnish Pabrai
The Intelligent InvestorTreat stocks as parts of businesses and buy only with a margin of safety.1949T1Benjamin Graham, Christopher Bloomstran, Francois Rochon and 26 others
Benjamin Graham: The Memoirs of the Dean of Wall StreetPublished posthumously; edited by Seymour Chatman.1996Mohnish Pabrai
Security Analysis, Seventh EditionKlarman was lead editor of the sixth (2008) and seventh (2023) editions.2023–

Tags

graham-newmangeicodavid-doddwarren-buffettequitiesfixed-incomecommoditiesvalue-investingmargin-of-safetysecurity-analysismr-market