RESEARCH TRAIL

Margin of Safety: Graham to Klarman

How has the margin-of-safety principle been carried from Graham's generation to today's practitioners?

6 STEPS · 1955–2026 · EVERY STEP SOURCED

Margin of safety is usually traced to Benjamin Graham, but the principle's life is visible only across the people who kept using it. This trail follows the indexed record from Graham's own testimony and interviews to investors who cite the term today. Where passage-level excerpts are not yet available, each step still anchors to its original document through provenance links.

  1. 01SOURCE1955

    Senate testimony, 1955

    Graham appeared before the U.S. Senate Banking Committee during its 1955 stock-market study; the original transcript is linked from the source's provenance panel. Passage-level excerpts have not yet been added, so this step anchors the trail to the primary document itself.

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  2. 02SOURCE1976

    An Hour with Mr. Graham

    A March 1976 conversation with Hartman L. Butler Jr., recorded near the end of Graham's career, reviewing the lessons of his investment life. Eighteen indexed excerpts preserve the interview.

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  3. 03SOURCE1977

    The biographical record

    Kahn and Milne's study of Graham as the 'father of financial analysis' documents how his methods reached students and collaborators. With seventy-eight indexed excerpts it is the deepest Graham source in the library.

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  4. 04THEME1979

    The term spreads into practice

    Outside Graham's own writing, the margin-of-safety theme page collects references across investors; Berkshire's letters index the term from 1979 onward. Open the theme to see the full spread.

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  5. 05SOURCE2003

    Marks codifies it

    Howard Marks's memos index margin-of-safety repeatedly; this 2003 entry later gave its name to his book of collected memos. It documents the principle traveling beyond Graham's direct lineage.

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  6. 06SOURCE2026

    Klarman carries it forward

    In a Masters in Business interview, Seth Klarman discusses the confidence that comes from owning assets worth more than the price paid; indexed passages here sit under the margin-of-safety theme directly. The trail ends where the idea is still visibly in use.

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