Fundamental Investing
The Fundamental Investment Module provides key concepts for the value investment strategist and guidelines for how to make fundamental investigations. This lesson plan is based on the works of Benjamin Graham, also known as “the Father of Value Investing”. Graham was a British/American economist, professor, and author whose most notable protégé is Warren Buffet; Buffet’s success is a true testament to the application of Graham’s teachings.
The Intelligent Investor
by Benjamin Graham
In one of his best-known works, The Intelligent Investor (1949), Graham presents an intellectual framework, or best practices, for making sound decisions on investments. He emphasizes the mastery of emotional intelligence in its practice. This video summary breaks down 5 key takeaways from Graham’s book.
The Interpretation of Financial Statements
by Benjamin Graham & Spencer B. Meredith
Another masterpiece by Benjamin Graham, The Interpretation of Financial Statements (1937), offers real-world examples of how to analyze a company’s financial statements. In this work, Graham collaborates with Spencer B. Meredith, a colleague and an instructor in security analysis at the New York Stock Exchange Institute. Here you will learn the importance of Income Statements and Balance Sheets to investment planning.
Security Analysis Part I
by Benjamin Graham & David Dodd
Graham teams up with David Dodd, an American professor, author, economist, and financial analyst, and another one of Graham’s disciples, in the publication of Security Analysis (1934). This book is commonly known as “the Bible of Value Investing”. Part I of this video series of four offers an introduction to security analysis.
Security Analysis Part II: Financial Statements
by Benjamin Graham & David Dodd
This video goes in-depth on Income Statements and Balances Sheets from a trader perspective. Tenets of this lesson includes analyzing income statements and common ways income may be misrepresented, analyzing balance sheets, the importance of capitalization structure, and how to make sound predictions with conclusive data from the aforementioned analyses.
Security Analysis Part III: The Stock Market
by Benjamin Graham & David Dodd
The third installation of the Security Analysis series addresses the most eager queries of the novice investor: how to find undervalued stocks, how to make a comparative analysis of competing securities, and is it possible to time the market? These questions are the foundation of every value investment plan.
Security Analysis Part IV: Bond & Preferred Stocks
by Benjamin Graham & David Dodd
The Security Analysis series concludes with a discussion on two categories of securities: Fixed Income and Senior Securities. This video covers principles for selecting fixed income stocks and bonds, inadequate safety of senior securities, speculative privileges, and understanding discounts and premiums on securities.