Value Investing: From Theory to Practice – A Guide to the Value Investing Process
Dr. George Athanassakos has written the first ACADEMIC book on value investing titled “Value Investing: From Theory to Practice – A Guide to the Value Investing Process”. The book, that the Chairman and Chief Executive Officer of Fairfax Financial Holding Ltd. Prem Watsa has called the "New Testament" to Ben Graham's "Old Testament", shows an analytical process to find and buy stocks that trade significantly below intrinsic value. Both the Paperback (for students) and the Hardcover (for public, at large) versions are now available for purchase!
Upcoming events held by the Ben Graham Centre.
Recent Centre events and news related to value investing.
Video recordings from various speeches by prominent value investors.
Dr. George Athanassakos argues that the U.S. Treasury's revival of 'Operation Twist' is unlikely to lower long-term interest rates, given its historical failure and today's higher debt, persistent inflation, and massive Treasury market.
Dr. George Athanassakos and Mr. Andi Kerenxhi argue that while AI companies are currently profitable, their enormous and increasingly debt-funded infrastructure could become a liability if AI demand slows.
Drs. George Athanassakos and Christian Dippel argue that the best investment in the AI bubble are those that control the computing infrastructure, data, enterprise workflows, and customer relationships that underpin the broader AI ecosystem rather than those that develop the best models.