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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (7537)6/13/1999 1:00:00 AM
From: James Clarke  Read Replies (2) of 78667
 
Bob, thank you for posting those Graham lectures. Anybody who hasn't read them should - they're not that long. I have read Graham's books, but I attended Columbia 20 years too late to have him as a teacher. These lectures brought me closer to that, and made me understand more deeply his impact on Warren Buffett. That his ideas have been nearly forgotten in this market, even by people who call themselves value investors, makes him all the more relevant.

The point that comes through loud and clear is that Graham would be virtually out of stocks today. He doesn't think of that as market timing, but as common sense. I am only interested in discussing that with people who have read the documents and want to critique Graham. And maybe this is not the thread for that discussion.

JJC
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