Value vs. Growth Investing-Which Method is Best?

Posted on 2 CommentsPosted in Ben Graham, General Thoughts, Investment Philosophy, Superinvestors, Walter Schloss, Warren Buffett

As an investor who studies in great detail the strategies and investment philosophies of the great value investors, I have always been intrigued by the debate of value vs. growth. I just wrote this post on qualitative vs. quantitative analysis. The discussion between growth and value is similar: the best growth investors are good business analysts… they have to be. It’s easy to find a company that’s growing, but the hard part is determining if that company will continue to […]

Warren Buffett & Ben Graham on Diversification & Investment Philosophy Differences

Posted on Leave a commentPosted in Ben Graham, General Thoughts, Investment Philosophy, Investment Quotes, Superinvestors, Walter Schloss, Warren Buffett

“Interesting possibilities abound on the financial scene, and the intelligent and enterprising investor should be able to find both enjoyment and profit in this three-ring circus. Excitement is guaranteed.” –Ben Graham, from the postscript of The Intelligent Investor.  I was listening to the tribute video that came out a few days ago on Ben Graham. It’s a great video put together by Columbia Business School, and I highly recommend taking a listen to it. In it, the producers interview Warren […]

Walter Schloss Discusses Investing Concepts and His Investing Approach

Posted on Leave a commentPosted in Investment Philosophy, Superinvestors, Walter Schloss

Walter Schloss is arguably my favorite investor to study/read about. I’ve got pages of notes on him in my investment diary and I’ll post more pieces about him as this blog develops. I’m always re-reading his notes as he provides a great road map to methodically building superior investment results, which is what this blog is all about. Here are some of my notes that I was just re-reading from a lecture Schloss did at Columbia Business School back in […]

Walter Schloss Factors Needed to Make Money in the Stock Market

Posted on 5 CommentsPosted in Superinvestors, Walter Schloss

The following is a list of investment tenets and principles that Walter Schloss put together in 1994. Schloss is one of my Superinvestors that I model much of my investment philosophy and strategy after. Schloss averaged over 20% per year from 1955-2002 while running his private investment partnership (vs. the market’s 7%). Read more about his ideas on my Walter Schloss resource page. Here are the 16 “Factors Needed to Make Money in the Stock Market”. Notice the simplicity in […]