tag:blogger.com,1999:blog-208023262011-11-15T11:54:37.139-05:00A site dedicated to refining investment methods that conform to Ben Graham's triad of virtues: logic, practicality, and historical proof.Ianhttp://www.blogger.com/profile/15161058649834549931noreply@blogger.comBlogger101100tag:blogger.com,1999:blog-20802326.post-1138252603309750102006-01-26T00:16:00.000-05:002006-01-30T15:02:18.660-05:00

If this is your first visit to Three Grahamian Virtues, please take a moment to read the welcome message and site philosophy: http://3gv.blogspot.com/2006/01/welcome-and-3gv-philosophy.htmlPreliminary research is complete and I will cut to the chase -- the proposed Most Magical Formula of All (MMFA) is a screen that ranks and scores all companies on the following criteria:Absolute

Ianhttp://www.blogger.com/profile/15161058649834549931noreply@blogger.com5tag:blogger.com,1999:blog-20802326.post-1138055111319310912006-01-23T16:09:00.000-05:002006-01-30T14:57:12.733-05:00

If this is your first visit to Three Grahamian Virtues, please take a moment to read the welcome message and site philosophy: http://3gv.blogspot.com/2006/01/welcome-and-3gv-philosophy.htmlI'm embarking on a thought exercise to find the holy grail of investing. It is a formula that not only beats the market when the market is going gangbusters, but it vastly outperforms in bearish swoons -- let's

Ianhttp://www.blogger.com/profile/15161058649834549931noreply@blogger.com14tag:blogger.com,1999:blog-20802326.post-1137904965988073802006-01-21T21:30:00.000-05:002006-01-30T14:55:24.256-05:00

If this is your first visit to Three Grahamian Virtues, please take a moment to read the welcome message and site philosophy: http://3gv.blogspot.com/2006/01/welcome-and-3gv-philosophy.htmlThe American Association of Individual Investors is home to a fascinating petri dish of investing formulas based on the approaches of famous money managers. They began tracking their portfolios in 1998. This is

Ianhttp://www.blogger.com/profile/15161058649834549931noreply@blogger.com16tag:blogger.com,1999:blog-20802326.post-1137809533649485532006-01-20T21:08:00.000-05:002006-01-30T14:52:21.506-05:00

If this is your first visit to Three Grahamian Virtues, please take a moment to read the welcome message and site philosophy: http://3gv.blogspot.com/2006/01/welcome-and-3gv-philosophy.htmlThis is an introductory review of John Dorfman's work, specifically the stock screening methods he uses to produce the outstanding results that he has over the last five to seven years (timeframes differ

Ianhttp://www.blogger.com/profile/15161058649834549931noreply@blogger.com2tag:blogger.com,1999:blog-20802326.post-1137809263661613922006-01-20T21:07:00.000-05:002006-01-30T14:48:40.283-05:00

If this is your first visit to Three Grahamian Virtues, please take a moment to read the welcome message and site philosophy: http://3gv.blogspot.com/2006/01/welcome-and-3gv-philosophy.htmlThis is the first of the mini-presentations I will make of formulaic investing methods that are less well established, yet compelling. Think of them as side dishes to the main presentations. The Robot Portfolio

Ianhttp://www.blogger.com/profile/15161058649834549931noreply@blogger.com7tag:blogger.com,1999:blog-20802326.post-1137808687204467532006-01-20T20:57:00.000-05:002006-01-30T14:47:12.826-05:00

If this is your first visit to Three Grahamian Virtues, please take a moment to read the welcome message and site philosophy: http://3gv.blogspot.com/2006/01/welcome-and-3gv-philosophy.htmlThis article discusses how I actually invest money. Below is a pasting of an email I sent to some outstanding investors (whose incredible sites happen to be linked to from my front page) that details the

Ianhttp://www.blogger.com/profile/15161058649834549931noreply@blogger.com7tag:blogger.com,1999:blog-20802326.post-1137808458581598072006-01-20T20:54:00.000-05:002006-01-30T14:44:50.830-05:00

If this is your first visit to Three Grahamian Virtues, please take a moment to read the welcome message and site philosophy: http://3gv.blogspot.com/2006/01/welcome-and-3gv-philosophy.htmlThis continues the series wherein we poke, prod, and tease out the best stocks churned up by Greenblatt's Magic Formula. Real-time picks here; we're testing this stuff!This installment covers what I will call

Ianhttp://www.blogger.com/profile/15161058649834549931noreply@blogger.com0tag:blogger.com,1999:blog-20802326.post-1137808218335164142006-01-20T20:42:00.000-05:002006-01-30T14:44:02.760-05:00

If this is your first visit to Three Grahamian Virtues, please take a moment to read the welcome message and site philosophy: http://3gv.blogspot.com/2006/01/welcome-and-3gv-philosophy.htmlMagic Formula companies come in different shapes and sizes, some demonstrably better than others. For this reason, I believe that investors can weed out highly rated Magic Formula companies which have

Ianhttp://www.blogger.com/profile/15161058649834549931noreply@blogger.com15tag:blogger.com,1999:blog-20802326.post-1137805600197785102006-01-20T20:06:00.000-05:002006-01-30T14:40:53.823-05:00

If this is your first visit to Three Grahamian Virtues, please take a moment to read the welcome message and site philosophy: http://3gv.blogspot.com/2006/01/welcome-and-3gv-philosophy.html Introduction Joel Greenblatt's Magic Formula strategy seeks to purchase baskets of "good" businesses at "bargain" prices. This presentation will explore the specific methodology Greenblatt used, the returns

Ianhttp://www.blogger.com/profile/15161058649834549931noreply@blogger.com54tag:blogger.com,1999:blog-20802326.post-1137802009072362542006-01-20T19:05:00.000-05:002006-01-31T23:25:14.530-05:00

Though a fundamentals-driven, value-oriented investor, I am agnostic between favoring the expected returns from focused investments in deeply researched companies versus returns derived from "statistically cheap" and impersonal baskets of stocks. This blog will explore the latter philosophy, partially to stand apart from the Buffettized legions, but mostly because I must conform my methods to my

Ianhttp://www.blogger.com/profile/15161058649834549931noreply@blogger.com10