Ben Graham: Learning From The Dean of Wall Street (Warren Buffett's Mentor) from Chit Chat Stocks

Ben Graham: Learning From The Dean of Wall Street (Warren Buffett's Mentor)

1 hour 5 minutes Posted Oct 21, 2026 at 8:00 am.

) Introduction

) Ben Graham's early life, overcoming the Panic of 1907, and entering Wall Street.

) Breaking down Graham's famous "net-net" framework and margin of safety approach.

) The Graham-Newman Corporation's track record and teaching legendary investors at Columbia.

) Case Study 1: General Motors and the DuPont Stub risk-free investment.

) Case Study 2: Montgomery Ward as a deep-value net-net during the Great Depression.

) Case Study 3: GEICO and how a massive compounder drove the majority of his career returns.

) Case Study 4: Northern Pipeline and launching one of Wall Street's earliest proxy fights.

) Core lessons learned from Graham, The Intelligent Investor, and dealing with the psychology of "Mr. Market".

) Searching for modern "GEICO candidates" in the hosts' portfolios and episode wrap-up

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Show notes

On this episode of Chit Chat Stocks, Brett and Ryan discuss the life and investing journey of Ben Graham, who is considered the inventor of modern financial analysis and value investing. We discuss:

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