• Columbia Seminar mit Ben Graham und Courtney C. Brown (10-24 min, Sunday, 9 January 1955)


    Details zur CBS-Sendung:
    Columbia Daily Spectator, Volume XCIX, Number 60, 11 January 1955
    http://spectatorarchive.librar…-en-20--1--txt-txIN------
    "See It Now' Airs Business Talk Tonight
    A filmed discussion by Dean Courtney C. Brown, Benjamin Graham Adjunct Professor of Finance, and 70 graduate students of the Columbia School of Business, on the significance of current stockmarket trends, will 'be telecast coast to coast tonight on Edward R. Murrow's "See It Now" program. Selections from the three hour discussion, filmed on campus Sunday, will constitute the half hour show, seen at <10:30 P.M. on WCBS, Channel 2, in New York Th r ' class-room session included talks by Dean Brown and Prof. Graham, both of whom have had wide experience in stock market affairs, including the 1929 "crash." ' Dean Brown discussed the * meaning of the present market boom in terms of prosperity and : the state of economic conditions, while Prof. Graham's talk concerned the government's role in stockmarket trends. The topic for the show was chosen last week by Mr. Murrow , 'and his co-producer Fred Friendly. Over the weekend, Murrow and Friendly arranged to obtain the University's cooperation through Leon Levine, director of radio and television coverage for the University."

    First focus on risk, before focus on return! (Seth Klarman)

    Einmal editiert, zuletzt von Achtsamkeit ()

  • "Benjamin Graham, CC 1916 Between 1929 and 1956, a time period spanning the Great Depression and several major wars, Graham's Wall Street investments grew an average of 17 percent a year. He is regarded as the father of "value investing," which involves buying into underpriced companies and waiting for them to mature. He also popularized studying previously underappreciated aspects of stocks. He was the mentor to Warren Buffett, arguably America's greatest investor, and taught at Columbia for close to 20 years."


    The 250 Greatest Columbia Alumni
    In celebration of the University's 250 th anniversary, Spectator ranked the 250 greatest Columbians through the ages, from number 250 to number 1. The project began on Oct. 17, 2003 with the 250 th alum, Chet Forte, CC 1957. Today, we reveal the single most influential alum and the rest of the top 10.
    Columbia Daily Spectator, Volume CXXVIII, Number 47, 2 April 2004

    http://spectatorarchive.librar…2benjamin+graham%22------

    First focus on risk, before focus on return! (Seth Klarman)

  • CU Professor Warns Senators Of Dangers in Market Boom
    A Columbia Professor, testifying before the Senate Banking Committee investigating the present stock market boom, said that the stock market has reached a dangerous speculative stage.


    Benjamin Graham, Adjunct Professor of Finance in the Graduate School of Business claimed that "speculation has not 'gone too far as yet, but there may he a grave danger that it will do so." Commenting on a method to curb this trend Professor Graham came out in favor of "strict controls for margin trading and a fairly rapid advance to the 100 percent margin limit — no borrowing at all as the Federal Reserve becomes increasingly concerned about the extent of speculation." At the present time 60 per cent cash down is necessary to purchase stocks.


    Dean Courtney C. Brown of the Graduate School of Business, declined to comment on Prof. Graham's testimony until he is able to read the full text. He did say, however, there is "no such thing as a stock market (but rather a market of stocks. Confidence by the American public in the future of business," he added, "will determine whether stock prices will rise or fall." When asked for his opinion of what was worrying the American people about the "bull market" today, Dean Brown stated that it was the rate of rise rather than the level of the market that has caused concern. Dean Brown further stated that the Federal Reserve Board, by recently raising the margin limit, has given notice to the speculators that further increases will be forthcoming if speculation continues. Basically however, the American people themselves in the long run determine market trends, despite the momentary psychological influences exerted by investigating committees.


    Columbia Daily Spectator, Volume XCIX, Number 88, 14 March 1955
    http://spectatorarchive.librar…2benjamin+graham%22------

    First focus on risk, before focus on return! (Seth Klarman)

  • Ich habe gestern mir den Film The Founder (McDonalds) angeschaut.
    Fand ich sehr gut . Sehr interessant ist auch wie einer der Brüder tickt und ein extremer Perfektionist war.
    Zeigt auch wie Ray Kroc die Brüder McDonalds eiskalt abgezockt hat.


    Sehr interessant:



    hier die Story dazu:


    "Ray Kroc, McDonald's, And The Fast-Food Industry


    In 1954, a fifty-two-year-old milk-shake machine salesman saw a hamburger stand in San Bernardino, California, and envisioned a massive new industry: fast food"


    Übrigens : die Brüder gingen später pleite und durften nichtmal mehr den Namen McDonalds benutzen .


    https://www.wiley.com/legacy/p…business/forbes/kroc.html

  • Ich habe es noch nicht gesehen, aber der Spon empfiehlt wärmstens die Serie "Bad Banks", die nächste Woche im Fernsehen (Arte und ZDF) läuft.


    http://www.spiegel.de/kultur/t…df-a-1193355.html#ref=rss


    https://www.arte.tv/de/videos/…-000-A/bad-banks-trailer/


    https://www.arte.tv/de/videos/RC-015129/bad-banks/

    Und irgendwann werden sie feststellen, dass man gendergerechte Sprache nicht essen kann (fefe).

  • Princes of the Yen: Central Bank Truth Documentary, 2014


    "Based on a book by Professor Richard Werner, a visiting researcher at the Bank of Japan during the 90s crash, during which the stock market dropped by 80% and house prices by up to 84%. The film uncovers the real cause of this extraordinary period in recent Japanese history."



    http://www.imdb.com/title/tt4172710/
    http://princesoftheyen.com/

    First focus on risk, before focus on return! (Seth Klarman)

  • Nochmal ein Gespräch mit James Simons, von 2015, ca. ab Minute 27 erzählt er ein bisschen vom Geschäft. Sie suchen halt Preisanomalien (Hypothesen) und testen die dann anhand historischer Daten, von denen sie eine Menge haben. Ob seine Firma Wissen habe, was für die Allgemeinheit mathematisch interessant wäre - Antwort: nein.



    Auch unsere Gedanken sind wircksame Factoren des Universums. Novalis


    Everything will be allright!

    Einmal editiert, zuletzt von Lando ()

  • Gerne will ich euch an dieser Stelle auf den valueDACH YouTube Kanal hinweisen. Wir haben uns zum Ziel gesetzt bis Ende des Jahres jede Woche ein Video mit einem Value Investor online zu stellen. Von den bisherigen Veröffentlichungen finde ich persönlich dieses Video mit Dr. Hendrik Leber und den Vortrag von Jochen Wermuth am spannendsten, deswegen binde ich sie gerne ein. Wenn die Videos euch gefallen, freue ich mich natürlich über ein Abonnement :).




  • Wir waren bei der International Value Investing Conference in Luxembourg und haben einige Videos produziert. Zwei davon sind schon in unserem Kanal zu finden. Weitere folgen in den nächsten Wochen jeweils am Dienstag und Freitag. Abonniert gerne den Kanal, dann bekommt ihr alle Updates: https://www.youtube.com/valueDACH


    Starcapital hat gerade auch einige interessante Videos vom Börsenseminar eingestellt: https://www.youtube.com/user/StarCapitalAG

  • hi, ich bin mir unabhängig von den dortigen Inhalten jetzt nicht sicher, ob ich in so vielen Threads Werbung für den Videokanal von dachValue sehen möchte. Vielleicht eher in einem eigenen Thread? Das scheint mir jedenfalls etwas ganz anderes zu sein als dieses Forum hier. Ich finds bissle aufdringlich, aber vielleicht ists ja so abgesprochen.

  • ebdem : Ich habe Dongchengla zugestimmt.

    Nicht weil ich deine Links hier nicht sehen wollte, sondern weil ich seinen Vorschlag eines eigenen Threads für diese dachValue-Videos gut finde.

  • Ich finde die Werbung für VslueDACH eher nervig, generell hat sich das Publikum des Forums über letzten 5 Jahre stark geändert

    "Three rules for a career: 1) Don't sell anything you wouldn't buy yourself; 2) Don't work for anyone you don't respect and admire; and 3) Work only with people you enjoy." Charlie Munger