Value Investing Software True To Benjamin Graham

Graham Black BG

Benjamin Graham was a scholar and professional investor who mentored some of the world's most renowned investors; including Warren Buffett, Bill Ruane, Irving Kahn and Walter Schloss.

Build a stock portfolio in the US, UK, Europe, Canada, NZ or Australia using Graham's complete 17-rule investment framework, that Buffett too recommends. Free!

Graham recommended three categories of stocks: Defensive, Enterprising, and NCAV (or Net-Net). He also specified 17 rules to identify such stocks; based on both qualitative factors such as growth and stability, as well as quantitative factors such as earnings and assets.

Serenity's algorithms evaluate all listed stocks in 40 countries — including the US, UK, Germany, France, Canada and Australia — against all 17 Graham rules, adjusting only for inflation and bond yields. Serenity's screeners then let you compare the stocks against each other, helping you make the best possible investment decisions.

See Graham's Rules

Why Graham?

"My intellectual odyssey ended, however, when I met Ben and Dave, first through their writings and then in person. They laid out a roadmap for investing that I have now been following for 57 years. There’s been no reason to look for another."
Warren Buffett, in his 2008 foreword to Graham's book Security Analysis (Dave Dodd was Ben Graham's co-author).
"The real secret to investing is that there is no secret to investing. Every important aspect of value investing has been made available to the public many times over, beginning in 1934 with the first edition of Security Analysis."
Seth Klarman, in his 2008 preface to Graham's book Security Analysis.
"There will continue to be wide discrepancies between price and value in the marketplace, and those who read their Graham & Dodd will continue to prosper."
Warren Buffett, concluding The Superinvestors of Graham-and-Doddsville; a talk given at Columbia University in 1984.

Why Serenity?

Advantage 1

Serenity focuses on — and specializes in — Graham analysis.

“The key to good decision making is not knowledge. It is understanding. We are swimming in the former. We are desperately lacking in the latter.”
Malcolm Gladwell, Blink: The Power of Thinking Without Thinking

Serenity does a complete 17-rule Graham analysis; and nothing more. This is based on the same kind of conviction in Graham's framework that Buffett and Klarman too so emphatically expressed. The Graham rules used are given with references. All data used is publicly verifiable.

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Advantage 2

All analyses by Serenity are automated, with no room for human error.

Having all relevant numbers accurately calculated — and presented in a structured manner — can greatly aid an investor in making the right decision.

"Operations for profit should be based not on optimism but on arithmetic."
Benjamin Graham, Chapter 20: “Margin of Safety” as the Central Concept of Investment, The Intelligent Investor

So you won't see any colorful graphics or story stocks on Serenity. What you'll see instead is powerful software, that does serious number crunching.

Graham repeatedly emphasized that investors should think like businessmen, and not like speculators or gamblers.

"An investment operation is one which, upon thorough analysis promises safety of principal and an adequate return. Operations not meeting these requirements are speculative."
Benjamin Graham, Chapter 1: Investment versus Speculation, The Intelligent Investor
"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1."
Warren Buffett, Television Interview (1985)

"Loss avoidance must be the cornerstone of your investment philosophy."
Seth Klarman, Margin of Safety: Risk-averse Value Investing Strategies for the Thoughtful Investor

"To distill the secret of sound investment into three words, we venture the motto - Margin of Safety."
Benjamin Graham, Chapter 20: “Margin of Safety” as the Central Concept of Investment, The Intelligent Investor

Graham's 17 rules help ensure a measurable Margin of Safety — that is both qualitative and quantitative — in one's investment operations.

Using Serenity to apply Graham's framework ensures that your investment research is thorough, without being tedious.

"there has developed the general notion that the rate of return which the investor should aim for is more or less proportionate to the degree of risk he is ready to run. Our view is different. The rate of return sought should be dependent, rather, on the amount of intelligent effort the investor is willing and able to bring to bear on his task."
Benjamin Graham, Chapter 4: General Portfolio Policy, The Intelligent Investor

Instead of pouring over annual reports and subjective analyses, you perform objective due diligence over large volumes of data and get accurate results immediately.

Advantage 3

Serenity is not only the most powerful choice, but also the best value.

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Feature Serenity Others
Full 17-rule Graham framework
Compare all listed stocks
Graham № / NCAV screening Free!
Detailed stock analyses Free!
Free / Reasonably priced

There are services out there charging $600 a year to compare a few stocks at a time. Most apply only one or two of Graham's rules. Some even use methods Graham warned against. Serenity, on the other hand, is built to follow Graham's principles as closely as possible; in both letter and spirit.

Warren Buffett famously said in The Superinvestors of Graham-and-Doddsville that "market prices are frequently nonsensical". An investor's most valuable skill is being able to spot — and take advantage of — such discrepancies between price and value; whether in stocks or in technology.

Using Serenity Is Easy

Just launch the screener, set the Graham filters, and generate a list of stocks.

Graham Analysis Search

Free! No sign-up

  • Search all listed stocks.
  • Full Graham assessments.
  • Free Advanced Search.
Classic Graham Screener

Free! No sign-up

  • Filter by Graham Numbers.
  • Filter by NCAV (or Net-Net).
  • Intrinsic Values up to 70%.
  • Customize Graham's Strategies.
  • View and sort using more data.
  • Unrestricted Intrinsic Values.