May 2011
Intermediate to advanced
320 pages
8h 14m
English
Content preview from What Would Ben Graham Do Now?: A New Value Investing Playbook for a Global AgeBecome an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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13. After Markets Collide: The Next Twenty Years
The start of a new age can be confusing, and it’s often heralded not by grand pronouncements but by peculiar headlines. I challenge you to look at the Wall Street Journal on any given day and not notice a story or deal that strikes you as odd. Something you just wouldn’t have seen 10 years ago. A Chinese state-owned company is trying to buy Unocal? Indian Reliance is buying U.S. shale assets? Tom Barrack is buying the largest movie theater chain in Turkey? In ways large and small, a new investment landscape has arrived. And this is posing serious questions for value investors.
I never had the opportunity to meet Ben Graham, and I have taken quite a few liberties in using his work as a framework ...
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