Benjamin Graham

Our Problem With Benjamin Graham

Ben was by all accounts a genius from the day he was born. Born into a Jewish family, he exhibited intelligence beyond his peers and his years. Not surprisingly, he was to become a pioneer of value investing, the  art of buying assets at a price less than its intrinsic value. The volumes of codified knowledge on investing as written painstakingly down in the consecutive versions of the security analysis, if you will read them, if you will digest them,  if you will reflect on them, just would make one a better investor without a doubt. But Ben Graham had a problem. He was not a good story teller. (more…)

Benjamin Graham

The Case For Cosmosteel Holdings Ltd

  Feeling a sense of peace and calm in my life currently, I felt it was time for another article. The hustle of life does get to one sometimes . The chaos, the noise, the incessant flow of the river of life and meaningless, unnecessary unproductive going on's drain my limited life force. Until I find my centre again. And this is my centre. This is it right here. I am living the life I want. Oh! The annual reports. The daily chatter in my mind of earnings, assets, balance sheets and dividends. I start to love my life again immediately. I was born to do this! I love counting and the deepest echoes of my soul tell me this : That I Am Aware Once Again. (more…)