3 ms·

I'm not an investor but I've read both of Graham's main books. I don't think value investing in the Graham sense would lead you to a company as big as Apple, an

I'm not an investor but I've read both of Graham's main books. I don't think value investing in the Graham sense would lead you to a company as big as Apple, and certainly not with the company's stock as 75% of a portfolio!

cremnob 13y ago
You alluded to it; my investing philosophy, while highly influenced by Graham, isn't the same as his.
- aprescott 13y ago
  The difficulty of relying on the same name for separate ideas. :)