Cabot Benjamin Graham Value Investor 284

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. As value investors, we have ample reasons to believe that investing in stocks today is not as easy as it was a few years ago. is...
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Cabot Benjamin Graham Value Investor 283

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. This month we have seen unusual volatility among our stocks. Gilead Sciences (+11%), Target (+9%), Lowe’s (+7%) and Gentex (+5%) were on the upside while Industries...
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Cabot Benjamin Graham Value Investor 282

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. As we begin 2018, let me start with a brief review of our portfolio and the market. We transitioned from the Value Model and Enterprise Model the...
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Cabot Benjamin Graham Value Investor 281

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. Value investing is a marathon, and it requires patience and perseverance. Usually, it is not the intent of a value investor to make a quick but...
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Cabot Benjamin Graham Value Investor 280

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. In the last issue, we started with the thesis that the upside potential from investing in stocks is getting increasingly constrained due to the elevated of...
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Cabot Benjamin Graham Value Investor 279

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. Finding Value at Current Market Valuation I’m pleased to present my first issue as the new chief analyst of Cabot Benjamin Graham Value Investor. After accepting role,...
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Cabot Benjamin Graham Value Investor 278

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. Harvey's Impact The suffering of hundreds of thousands of people in Texas and Louisiana impacted by Hurricane Harvey is felt across the country. We hope Harvey’s will...
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Cabot Benjamin Graham Value Investor 277

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. Patient Value Investors Will Be Rewarded So far, 2017 has been a bummer for value stocks. Cabot Value Model stocks have gained only 8.78% in 2017 to...
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Why Greece’s Default Matters

It’s a critical time for Greece, its countrymen, the nations that hold its debt and its investors. The big question is: Will Greece default on its 1.5 billion euro debt payments that are due tomorrow on the 322 billion euros that it owes other...
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