Benjamin Graham
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Benjamin Graham

Father of value investing; net-nets, margin of safety, Mr. Market (Security Analysis, The Intelligent Investor)

Benjamin Graham (1894–1976) was a Columbia Business School professor and fund manager widely regarded as the originator of value investing. His books Security Analysis (1934, co-authored with David Dodd) and The Intelligent Investor (1949) established the discipline's core frameworks. He introduced the concepts of margin of safety, Mr. Market, and net-net valuation, directly mentoring Warren Buffett.

Wikipedia
#1Value Investors
64/ 100
Authority scoreEstablished
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05
Top 100 Value Investors
Rank #1·Father of value investing; net-nets, margin of safety, Mr. Market (Security Analysis, The Intelligent Investor)
Frameworks

Attributed to Benjamin Graham

Mental models, principles, and operating frameworks extracted from sources where Benjamin is the credited author or speaker.

12frameworks
01
Defensive vs. Enterprising Investor Model
Choose your investing approach based on time, skill, and temperament — not ambition
Strategy·from The Intelligent Investor
02
Dollar-Cost Averaging
Invest fixed amounts at regular intervals to remove emotion and timing from the equation
Finance·from The Intelligent Investor
03
Investment vs. Speculation Distinction
An investment operation promises safety of principal and adequate return upon thorough analysis
Mindset·from The Intelligent Investor
04
Margin of Safety
Only invest when the price is significantly below calculated intrinsic value
Finance·from The Intelligent Investor
05
Mr. Market Allegory
Treat the market as an emotional partner offering prices, not as a guide to value
Mindset·from The Intelligent Investor
06
Owner Earnings Analysis
Evaluate businesses by their true earning power, not by Wall Street's reported numbers
Finance·from The Intelligent Investor
07
Seven Criteria for Defensive Stock Selection
A quantitative checklist to screen for financially sound, fairly priced stocks
Finance·from The Intelligent Investor
08
The 50/50 Portfolio Rebalancing Rule
Maintain a fixed stock-bond split and rebalance when it drifts beyond thresholds
Finance·from The Intelligent Investor
09
The Contrarian Temperament
Be fearful when others are greedy, and greedy when others are fearful
Mindset·from The Intelligent Investor
10
The Enterprising Investor's Bargain Hunting
Systematically find undervalued stocks through quantitative screening and special situations
Finance·from The Intelligent Investor
11
The Investor's Self-Discipline System
Your biggest investment risk is not the market — it is your own behavior
Mindset·from The Intelligent Investor
12
Value vs. Growth Investing Framework
Pay for what a company has earned, not for what it might earn someday
Finance·from The Intelligent Investor
Domains

Framework distribution

12frameworks
Finance7 frameworks · 58.3%
Mindset4 frameworks · 33.3%
Strategy1 framework · 0.1%
Bibliography

Sources by Benjamin Graham

1source
Book
1949
The Intelligent Investor
Book·24 frameworks extracted
Appears alongside

Top neighbors of Benjamin Graham

8people
01
Allan Mecham
Arlington Value; quiet 30%+ CAGR, "Tao of value"
1shared list
02
Álvaro Guzmán de Lázaro
azValor; Spanish deep-cyclical contrarian
1shared list
03
Andrew Brenton
Turtle Creek; concentrated Canadian value, 20%+ CAGR
1shared list
04
Anthony Bolton
Fidelity UK / China; contrarian special situations
1shared list
05
Aswath Damodaran
NYU "dean of valuation"; story-to-numbers DCF discipline
1shared list
06
Ben Hunt
Epsilon Theory; narrative-aware value and meta-game
1shared list
07
Ben Inker
GMO; 7-year forecasts, valuation-driven asset allocation
1shared list
08
Bill Ackman
Pershing Square; concentrated quality-value with activism
1shared list
Last updated
10 May 2026
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