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Writer's pictureMeridian Australia

5 LESSONS FROM THE INTELLIGENT INVESTOR



In 1949 the book 'The Intelligent Investor' was published by Benjamin Graham, an iconic book on investment psychology and long term gratification - both key traits for astute investors.


The book focuses on longer-term and more risk-averse approaches to investing with Graham's focus on investments, based on research rather than speculations, based on predictions.


Graham comments:

“In the short term the market is a voting machine; in the long term it is a weighing machine.”

Like with any investment, whether it is shares or property, we can't always pinpoint how the markets will perform over the short term, however, when purchasing an investment wisely, the market should deliver substantial value.


Purchasing an asset that will have huge demand over the long term, that you can hold, that has little impact on your lifestyle, will make for a wise investment.


5 Lessons Learnt From The Intelligent Investor


1. Learn from your mistakes and stay persistent.

In the stock crash of 1929, Benjamin Graham discovered the hard lessons of risk when he lost most of his capital almost overnight. However, he did not give up, but rather studied hard, stayed persistent and ultimately succeeded.


2. Investing is not gambling or speculating.

Graham felt that investment should involve a certainty of the return of investment capital and a worthwhile return over the inflation rate. He focused on undervalued assets with a strategy that stated: "to buy when the commodity is depressed and sell when he is on a high."


3. Minimising downside risk.

The process of de-risking an investment is essential for a good return-on-investment (ROI) or as Graham put it “using a margin of safety” by purchasing below its true value. This allowed for greater profits on the upside but equally gives you a margin of safety on the downside


4. The margin of safety.

The whole idea of good investing is to purchase when the price is lower than its value and then to hold that asset until that price rises above its original value. Graham’s strategy was using the fear and greed of the market to his advantage; where Warren Buffett's famous line came from:

“Be fearful when people are greedy and greedy when people are fearful."

The second was to invest by the numbers to find undervalued assets when the market was despondent, and there were plenty of bargains around.


5. See beyond the horizon.

This again supports the idea, to be a successful investor one must look beyond the short and medium-term horizon by instead having a long-term vision for all investment activity.

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Next Steps


Looking to get the property investment conversation started?


Or, just looking to stay in the loop?


Warren Jacobs - National Business Development Manager at Meridian Australia


P: (02) 9939 3249



Disclaimer: When considering purchasing a property, it's always prudent to seek the advice of an appropriately qualified professional to determine which strategy is most appropriate for your circumstance.

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