July 24, 2022

Security Analysis - Chapter 3

Security Analysis by Benjamin Graham and David Dodd was first published in 1934. It is a fundamental book for serious students of value investing.

July 22, 2022

Security Analysis - Chapter 2

Security Analysis by Benjamin Graham and David Dodd was first published in 1934. It is a fundamental book for serious students of value investing.

July 15, 2022

Security Analysis - Chapter 1

Security Analysis by Benjamin Graham and David Dodd was first published in 1934. It is a fundamental book for serious students of value investing. 

July 12, 2022

Security Analysis - Introduction

Security Analysis by Benjamin Graham and David Dodd was first published in 1934. It is a fundamental book for serious students of value investing. Here is the abstract from the book's Introduction.

March 12, 2021

Representation crisis


As I wrap up the current earning season, I find that my confidence in reported numbers doesn't increase. Inaccurate representation about current business operations and future prospects keep showing up in corporate earnings reports.