Embracing Patience Over Performance: A Conversation on Robert G. Kirby’s Investment Wisdom In an investment landscape dominated by market noise and rapid shifts, Robert G. Kirby’s essays, “The Coffee Can Portfolio” and “More Than Numbers,” stand...
“Is Growth Stock Investing Effective? Some Guides to Successful Lifetime Investing” is an excellent article on growth stock investment by David L. Babson and Thomas E. Babson. The following virtual conversation between Mr. Babson and BALANSTONE would focus...
**BALANSTONE**: Given the stock market’s challenges in forming long-term capital investment expectations, what would you say is a successful and differentiated investment strategy for a smart investor? You articulated this issue in The General Theory of...
BEN GRAHAM’S LIBRARY, 1950s. BALANSTONE AND GRAHAM SIT ACROSS FROM EACH OTHER IN COZY LEATHER ARMCHAIRS. THE SHELVES ARE LINED WITH FINANCIAL TEXTS. BALANSTONE brought an article by Mr. Graham, “Timing Considerations in Investment Policy,” in...
Conversation with Henry W. Dunn Henry W. Dunn: Ah, a new century! How fascinating to see the investment world evolve– yet some themes remain frustratingly persistent. Investment Professional (Sarah Kim): Indeed, Mr. Dunn. It seems human nature desires shortcuts...