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Why this book comes up
Book

Intelligent Investor

Benjamin Graham
Mentions15
Episodes14
Podcasts6

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Intelligent Investor by Benjamin Graham gets recommended on The Diary Of A CEO with Steven Bartlett and Lex Fridman Podcast, including episodes with Bill Ackman and Morgan Housel, with transcript quotes, timestamps, and episode context.

Intelligent Investor by Benjamin Graham appears 15 times across 14 podcast episodes on 6 shows, with transcript quotes and timestamps.

there's more wisdom about investing in that book than any other book that's been written in the last 100 years.

Best episode to start with
The Savings Expert: They're Lying To You About Buying A House! Tariffs Are About To Skyrocket Cost Of Living! Here's The Truth About America Collapsing! on The Diary Of A CEO with Steven Bartlett
Why people keep bringing this up

The book 'The Intelligent Investor' by Benjamin Graham continues to be a focal point in various podcast discussions, highlighting its enduring relevance in investment strategies. For instance, in episodes of 'The Diary Of A CEO with Steven Bartlett', guests have emphasized the book's timeless wisdom, noting its principles align with modern investment strategies and its significance in understanding long-term investing. The Savings Expert specifically remarked on the book's unparalleled insights into investing over the past century, reinforcing its status as a foundational text in finance.

Prominent figures like Bill Ackman and Warren Buffett have also referenced the book in podcasts such as the Lex Fridman Podcast and Founders, respectively. Ackman described it as formative to his investing philosophy, while Buffett credited it as a pivotal moment in his life. Additionally, discussions in 'Joe Rogan Experience' and 'Modern Wisdom' further illustrate how Graham's concepts, such as the metaphor of Mr. Market, remain crucial for understanding market behavior today. This consistent mention across diverse platforms underscores the book's lasting impact on both novice and seasoned investors.

Recommendation signals

The host discusses Warren Buffett's early career aspirations and his rejection from Harvard Business School, highlighting how this shaped his path towards investing. The mention of 'The Intelligent Investor' illustrates its significance in Buffett's development as an investor and the changing perception of investing during that era.

The host mentions 'The Intelligent Investor' to emphasize the significance of understanding costs in business, drawing parallels with historical entrepreneurs. The reference highlights how foundational principles from the book can guide modern founders in their decision-making processes.

The host briefly mentions Benjamin Graham as a significant influence on Warren Buffett's investment approach. This reference highlights Graham's foundational role in shaping investment strategies.

Best for
Aspiring investors and students of financeFounders and entrepreneursInvestors and finance enthusiastsinvestors seeking foundational investment principles
Where it keeps coming up

Recent show rotation: The Diary Of A CEO with Steven Bartlett, Lex Fridman Podcast, and Founders.

Guests tied to these mentions include Bill Ackman, Morgan Housel, Marc Andreessen, and Brad Gerstner.

Fastest path back to the source: the strongest indexed mention lands at 1:59:00 in the episode where we captured it.

Quick answers

Quick FAQ

Answers to common book, episode, podcast, and guest questions.

Which episode recommended Intelligent Investor?

The Savings Expert: They're Lying To You About Buying A House! Tariffs Are About To Skyrocket Cost Of Living! Here's The Truth About America Collapsing! on The Diary Of A CEO with Steven Bartlett is one of the clearest indexed episodes that recommended Intelligent Investor by Benjamin Graham. Other indexed episodes include #413 – Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech on Lex Fridman Podcast and #88 Warren Buffett's Shareholder Letters— All of them! on Founders. The first indexed transcript timestamp lands at 1:59:00.

Which podcast mentioned Intelligent Investor?

The Diary Of A CEO with Steven Bartlett, Lex Fridman Podcast, and Founders are the main indexed podcasts currently tied to Intelligent Investor by Benjamin Graham.

Who recommended Intelligent Investor on podcasts?

Bill Ackman, Morgan Housel, and Marc Andreessen are the main guests currently tied to recommending Intelligent Investor by Benjamin Graham.

Why do podcast guests bring up Intelligent Investor?

The host discusses Warren Buffett's early career aspirations and his rejection from Harvard Business School, highlighting how this shaped his path towards investing. The mention of 'The Intelligent Investor' illustrates its significance in Buffett's development as an investor and the changing perception of investing during that era. It most often appears in conversations about Warren Buffett's education, importance of cost management, and investment philosophy.

Source material

Mentions across episodes

Every mention card links back to the episode page and exact transcript anchor.

A guy named Benjamin Graham wrote a book called The Intelligent Investor. He wrote it in the 1930s, and there is more wisdom about investing in that book than any other book that's been written in the last 100 years.

Sentiment: Highly Recommended
For: individuals seeking to understand investing and wealth creation
Key quote: there's more wisdom about investing in that book than any other book that's been written in the last 100 years.
The host mentions 'The Intelligent Investor' to highlight its timeless wisdom on investing, emphasizing that it contains more insights than any other book in the last century. Despite being written in the 1930s, the principles outlined in the book remain relevant today, making it a valuable resource for anyone looking to understand finance better.
Transcript mentionJump to mention

A book written in the 1930s that contains timeless wisdom about investing, more than any other book in the last 100 years.

Sentiment: Highly Recommended
For: individuals seeking to understand investing and wealth management
Key quote: there's more wisdom about investing in that book than any other book that's been written in the last 100 years.
The host mentioned 'The Intelligent Investor' to emphasize its timeless wisdom on investing, which he believes is crucial for understanding money and wealth creation. He highlights that despite being written in the 1930s, the book contains valuable insights that remain relevant today.

Referenced as the first investment book Bill Ackman read and formative to his investing philosophy; mentions concepts like price vs value and margin of safety.

Sentiment: Highly Recommended
For: Individual investors and students learning foundational principles of long-term, value-oriented investing
Key quote: Price is what you pay, value is what you get.
Bill Ackman cites Intelligent Investor as the formative book that inspired his career and clarifies core investing principles. He mentions it to explain Benjamin Graham's lessons on price versus value and the distinction between short-term speculation and long-term investing.

In the final chapter of Intelligent Investor, Ben Graham forcibly rejected the dagger thesis. This is a quote from the book. Confronted with a challenge to distill the secret of sound investment into three words, we venture the motto, Margin of Safety.

Sentiment: Deep Dive
For: Investors and financial professionals
Key quote: In the final chapter of Intelligent Investor, Ben Graham forcibly rejected the dagger thesis.
The host references 'Intelligent Investor' to emphasize the importance of having a margin of safety in investment decisions. They highlight Ben Graham's insights on avoiding excessive leverage and the pitfalls of commodity businesses.

Warren says picking up Ben's book was one of the luckiest moments of my life.

Sentiment: Highly Recommended
For: Founders and entrepreneurs
Key quote: Warren says, picking up Ben's book was one of the luckiest moments of my life.
The host mentions 'The Intelligent Investor' to emphasize the significance of understanding costs in business, drawing parallels with historical entrepreneurs. The reference highlights how foundational principles from the book can guide modern founders in their decision-making processes.

The mention of 'The Intelligent Investor' indicates it was not a typical investment for the Graham Newman partnership, suggesting its significance in value investing.

Sentiment: Deep Dive
For: Aspiring investors and students of finance
Key quote: Graham's book, the intelligent investor had just come out and Warren was obsessed with it.
The host discusses Warren Buffett's early career aspirations and his rejection from Harvard Business School, highlighting how this shaped his path towards investing. The mention of 'The Intelligent Investor' illustrates its significance in Buffett's development as an investor and the changing perception of investing during that era.

The discussion touches on investment strategies and the importance of long-term investing, referencing principles that align with those in 'The Intelligent Investor'.

Sentiment: Deep Dive
For: investors and finance enthusiasts
Key quote: Benjamin Graham, who wrote The Intelligent Investor, who was a mentor to Warren Buffett, basically said what you should do is look for value companies and try to determine where the beer is and then try to see if you can get a buying opportunity.
The host discusses the concept of distinguishing between the intrinsic value of a stock and its speculative price, using the analogy of beer and foam. They reference Benjamin Graham's 'The Intelligent Investor' to emphasize the importance of focusing on fundamental value rather than market hype.

One of the most famous investing books is The Intelligent Investor by Benjamin Graham. It was first written in the 1930s and contains timeless wisdom, but also specific advice relevant to that time period.

Sentiment: Critical Analysis
For: investors and financial enthusiasts
Key quote: there's also a lot in those books that is like hyper-specific to the economy in the 1930s and the 1940s.
The host mentions 'The Intelligent Investor' to highlight that while it contains timeless wisdom, much of its advice is specific to the economic context of the 1930s and 1940s. They caution against applying its principles universally in today's market, suggesting that such strategies may not yield success now.

Ben Graham is referred to as the godfather of stock market investing, and his book discusses the metaphor of Mr. Market, which is relevant to understanding market behavior.

Sentiment: Passing Reference
For: Investors looking to understand market behavior
Key quote: Ben Graham is referred to as the godfather of stock market investing, and his book discusses the metaphor of Mr. Market.
The host mentions Ben Graham as a foundational figure in stock market investing. His book, 'The Intelligent Investor,' introduces the concept of Mr. Market, which helps in understanding market behavior.

The discussion revolves around the importance of understanding business economics and the lessons learned from history, particularly in relation to investing and entrepreneurship.

Sentiment: Passing Reference
For: Investors and entrepreneurs
Key quote: The discussion revolves around the importance of understanding business economics and the lessons learned from history.
The host briefly mentions 'The Intelligent Investor' to highlight the significance of understanding business principles in investing. This reference serves to underscore the lessons that can be drawn from historical investment strategies.

The discussion touches on Warren Buffett and mentions that there are 2,000 books written about him, indicating the wealth of literature available on his investment strategies.

Sentiment: Passing Reference
For: Investors and finance enthusiasts
Key quote: there are 2,000 books written about him
The host briefly mentions the extensive literature surrounding Warren Buffett, including the book 'The Intelligent Investor.' This reference highlights the foundational investment principles that have influenced many investors, including Buffett himself.

I teach a class at Columbia Business School on Graham and Dodd class on kind of like, what did people miss? And what, you know, what did we see?

Sentiment: Passing Reference
For: Students and professionals in finance
Key quote: I teach a class at Columbia Business School on Graham and Dodd class on kind of like, what did people miss?
The host briefly mentions teaching a class focused on Graham and Dodd, indicating the relevance of Benjamin Graham's work. This suggests that the book 'The Intelligent Investor' is a foundational text in understanding investment principles.

The speaker references a quote attributed to Warren Buffett about the difficulty of being a great investor, which aligns with principles discussed in this book.

Sentiment: Passing Reference
For: aspiring investors
Key quote: The speaker references a quote attributed to Warren Buffett about the difficulty of being a great investor.
The host mentions 'The Intelligent Investor' to highlight its relevance to the challenges of successful investing. This reference is tied to a quote from Warren Buffett that emphasizes the complexities involved in becoming a great investor.

Warren Buffett and Munger say to only invest where you have an edge, which echoes the advice in The Intelligent Investor.

Sentiment: Passing Reference
For: investors seeking foundational investment principles
Key quote: Warren Buffett and Munger say to only invest where you have an edge, which echoes the advice in The Intelligent Investor.
The host mentions 'The Intelligent Investor' to highlight its alignment with Warren Buffett and Munger's investment philosophy. This reference serves to reinforce the idea of investing in areas where one has a competitive advantage.

Buffett soaks up everything he can from Graham, who is considered a blueprint for investment philosophy.

Sentiment: Passing Reference
For: Investors and finance enthusiasts
Key quote: Buffett soaks up everything he can from Graham, who is considered a blueprint for investment philosophy.
The host briefly mentions Benjamin Graham as a significant influence on Warren Buffett's investment approach. This reference highlights Graham's foundational role in shaping investment strategies.