“The Intelligent Investor” by Benjamin Graham

  • Don’t follow the market… Dollar cost averaging is the way to go
  • Adoption of a product does not mean long-term profit or success
    • Air travel took off but experienced such problems that it had very poor returns
  • Stocks are riskier the higher they go
  • Only buy stocks that you would be comfortable holding even if you can’t see the share prices on a daily basis
  • Specific patterns in the past do not hold up in the future
    • (Markets are inherently resistant to “hacking”)
  • There is a world of difference between “hindsight earnings” and real world earnings
  • Concentration makes the ultra-wealthy but not the regular-wealthy
  • Don’t keep all your funds at home
  • “All things excellent are as difficult as they are rare.” Spinoza
  • Never buy or sell immediately after a large movement
  • Strong performing mutual funds don’t last
  • Diversify!
  • Covering your downside is never worth giving up most of your upside
  • Fixed exchange rates are tempting but are very difficult to maintain
  • If Crypto currency succeeds, it will be co-opted by governments

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