In late 2003, after the publication of the revised edition of The Intelligent Investor, the CFA Institute asked me to give a presentation on Graham and his work at its conference on equity research and valuation in Philadelphia.
Every few weeks, someone asks me if I can post a copy of the text. I spoke from notes, but the CFA Institute published a transcript, which is available here: cfa-graham. And, for those who like slide decks, here is my PowerPoint presentation from the talk: bengrahamaimr-copy.
Enjoy.
See also: Who was Benjamin Graham, and why is he worth listening to?
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This article was originally published on The Wall Street Journal.