Tyler K·Oct 14When a Margin-of-Safety Number Stops Meaning What You Think It MeansA margin of safety is arithmetic on two inputs. Three stocks from one screen show how each goes wrong, with a five-point checklist.
Tyler K·Oct 5Teekay Tankers: Record Rates Did the Work. Now It’s a Hold.It passed our Graham screen in June and is up 30% since. Why the margin of safety, not the balance sheet, moved it to WATCH.
Mihailo Zoin·Jun 22The customer wanted two books. We built one.A reader asked whether the LiveBook Method could combine two unrelated books. The question led us to Benjamin Graham, Daniel Kahneman, and…
Tyler K·Jun 19The Current Ratio Is Graham’s Simplest Test. It Is Also His Most Honest.The current ratio takes four seconds to compute. Here is how Benjamin Graham used it, and where it quietly lies to you.
Tyler K·Jun 10The Value Investment Framework Warren Buffett Learned From Benjamin GrahamApplied Graham’s value investing framework to 5,875 stocks this month. Two passed.
