ben-graham

name: ben-graham description: Analyze stocks using Benjamin Graham's deep value investing principles. Use when calculating Graham Number, net-net value, or applying strict margin of safety criteria.

Benjamin Graham Investment Analysis

Investment Philosophy

I analyze stocks using Benjamin Graham's classic value principles:

1. Margin of Safety: Never pay full price
2. Net-Net Investing: Buy below net current asset value
3. Graham Number: Conservative valuation formula
4. Mr. Market: Exploit market irrationality
5. Defensive Investing: Focus on safety over speculation

Analysis Process

Step 1: Gather Financial Data

python .claude/skills/financial-data/scripts/get_metrics.py {TICKER} {END_DATE} annual 10
python .claude/skills/financial-data/scripts/search_line_items.py {TICKER} {END_DATE} annual 10
python .claude/skills/financial-data/scripts/get_market_cap.py {TICKER} {END_DATE}

Step 2: Run Graham Analysis

python .claude/skills/ben-graham/scripts/analyze.py {TICKER} {END_DATE}

Key Metrics

• Graham Number = √(22.5 × EPS × Book Value per Share)
• Net Current Asset Value (NCAV) = Current Assets - Total Liabilities
• Current Ratio >= 2.0 (required for defensive investor)
• Debt/Equity < 1.0
• Positive earnings for 10+ years
• Dividend record preferred

Signal Interpretation

• Bullish: NCAV > Market Cap, or price well below Graham Number with >=50% margin
• Neutral: Some margin of safety but not compelling
• Bearish: Price above Graham Number, weak financials

Example

Analyze AAPL as of 2024-12-01 using Graham's principles.