Ben Gilbert: recommendation

Transcript context

…Totally. Sidney Weinberg, Jewish. Goldman Sachs, a Jewish firm. They were outsiders; they were not the establishment. Warren is shocked by his rejection from HBS. He starts looking at the course catalogs for other business schools just to like, oh man what am I going to do? He happens to see in the Columbia Graduate School of Business course catalog that there is a course taught by his heroes, Benjamin Graham and David Dodd. He’s like, holy crap. He would joke later—I assume this is a joke—he said he write a letter to them to plead his case to get into Columbia saying, I thought you guys were dead. I didn’t realize you’re alive and teaching classes. Because he had just picked up their book. The Intelligent Investor, I think is the one he probably read and was like, this is incredible. Graham’s book, The Intelligent Investor, had just come out and Warren was obsessed with it. Now, Graham and Dodd together had written and published Security Analysis back in 1934, but that was a textbook. That was an academic. I haven’t read it but it’s super thick, dense. It’s not meant to be readable. The Intelligent Investor is like Danny Kahneman’s Thinking, Fast and Slow version of case studies, distilled down for public consumption.…

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