Benjamin Graham

Benjamin Graham was a noted economist who formulated his theories on stock market investment in response to the great stock market collapse of 1929. Specifically, he viewed the collapse of the stock market as a result of people following market trends too closely. In fact, he often used a character called "Mr. Market" in his works to demonstrate how foolish it was to simply fall into line with market trends. If a person called "Mr. Market" appeared on your doorstep each day and offered random prices for various stocks, you would not accept every offer he made, since some of those offers would be utterly ridiculous. Instead, Benjamin Graham argued, a person who wishes to do well in the stock market should seek out stocks that are being sold for less than their value should be in a rational market. This was something he called value investing. The problem, of course, lies in figuring out what a stock's ideal value should be. To do this, Graham believed that before buying a stock, an investor should analyze that company's assets and liabilities to determine its true financial situation. If that situation looked good, and seemed as if it should allow the company to command a higher stock price than it was actually charging, then it was a good buy.
When it came to determining which stocks were below ideal market value, Benjamin Graham emphasized studying those aspects of a company that were easily quantifiable. In his original version of the theory of value investing, he simply looked for stocks that were trading for slightly less than their so-called "book value." A company's book value is how much net worth it has according to its accounting books, which list all of its liabilities, expenses, revenue, and assets. Most economists later viewed this as a flawed approach, since some assets, such as computers, tractors, and cars, depreciate in value almost as soon as they are acquired. They argued that the value of a company's assets should be measured not by their book value, but by how much money they were likely to make the company in future. Others pointed out that some industries are so unstable that it is difficult to meaningfully quantify the assets of the companies involved in them. Still others have criticized Graham's theory for ignoring factors that cannot be easily quantified, such as the quality of a company's leadership. Despite this criticism, studies have shown that value investing seems to increase an investor's chance of making money on the stock exchange.
To most people today, Graham's basic theory may seem like little more than common sense; yet there are still many investors who allow themselves to get caught up in the excitement of market fluctuations and who stop making rational investment decisions. We see this in the creation and bursting of stock bubbles. A stock bubble occurs when people focus purely on market trends without stopping to examine the actual worth of the companies whose stock they are buying. Normally, this is driven by a belief that companies
in a certain sector are on the verge of a breakthrough that will drive their profits up. Investors pour money into buying these companies' stocks, which drives up the stocks' price. This in turn makes their investment seem good to others, who then follow suit, driving the price up even higher and encouraging still more people to invest in those stocks. This upward cycle cannot continue indefinitely, however. Eventually, the stock prices are so much higher than those companies' financial positions should allow that some of the investors get nervous and start selling stock. The prices then begin to drop, and everyone involved panics, trying to sell at the same time, rendering those stocks virtually worthless.
In a very real sense, the stock market crash that launched the Great Depression was a result of the first stock market bubble bursting. The problem was that since no one knew about the bubble phenomenon, the entire market became one big bubble. Today, when bubbles occur, most investors are cushioned from the effects by the fact that the bubble bursting only affects one segment of the market. For example, in the late 1990s, many people got carried away with the surge in popularity of the Internet. With so many people spending so much of their time online, the reasoning went that it was only a matter of time before they began shopping online as well. Companies that got online first would secure the majority of their business sectors' market share. Surely such companies were good investments, or so many people thought. The problem with this reasoning is that it is based on market trends. ■
  • (A) As more people bought stock in new "dotcom" companies, the stock prices rose, making those stocks seem more attractive to investors. ■
  • (B) However, most of the companies selling stock had no solid business plan, nor any way to convince people to engage in online transactions widely seen as insecure. ■
  • (C) They never made any real money, and eventually all of the people who invested in dotcom companies lost their investments. ■
  • (D) However, most of these people were also invested in other traditional stocks as well, which meant they did not lose everything when the dotcom bubble burst.


单选题 According to paragraph 1, why did Benjamin Graham invent a character called Mr. Market?
【正确答案】 A
【答案解析】[解析] 细节题 文章第一段指出,为了说明与股市保持完全同步是多么愚蠢的行为,本杰明提出了一个Mr. Marker的概念,所以A项是正确答案。
单选题 Which of the following sentences best expresses the essential information in the highlighted sentence in the passage? Incorrect answer choices change the meaning of the sentence in important ways or leave out essential information.
【正确答案】 C
【答案解析】[解析] 句子简化题 阴影部分句子的核心意思是:如果想在股市上取得成功,首先要找到那些价值被低估的股票,而不是那些价格被认为是理所当然的股票。与此意义相近的是C项,undervalued也就是“被低估的”的意思。D项应该是买被低估的股票,而不是卖被低估的股票,所以是不正确的。
单选题 The word "command" in the passage is closest in meaning to
【正确答案】 C
【答案解析】[解析] 词汇题 command除了表示“命令”,还有“应得,值得”等含义,答案中意思最接近的是receive。
单选题 The word "it" in paragraph 2 refers to
【正确答案】 B
【答案解析】[解析] 指代关系题 在指示代名词it所在的句子及其前面的句子中,能依据会计账户拥有净资产的主体只能是答案中的company。
单选题 According to paragraph 2, what is a company's book value?
【正确答案】 D
【答案解析】[解析] 细节题 文章第二段提到,所谓的公司的账面价值就是以记录了公司的收支和资产的账本为依据分析计算出的公司的净资产。准确表达这一概念的只有D项。
单选题 All of the following are mentioned in paragraph 2 as criticisms of Graham's original theory EXCEPT:
【正确答案】 A
【答案解析】[解析] 错误信息题 文章第二段提到,有些经济学家批判格雷厄姆的理论,认为在可计量的财产中,有一些在购入时价值就降低了,或者有些领域的工作存在不确定因素,因此很难精确计算公司的财产,而且只用一定的数值不能表明公司的资产状况。这三个理由分别对应B,C,D三项。在妨碍做出合理的投资决定的因素中,太注重把握市场动向、没有考察公司的实际价值是主要因素。本文批判的不是格雷厄姆的理论,而是想要说明股票太容易受市场动向的影响,因此A项是答案。
单选题 Why does the author mention "stock bubbles" in paragraph 3?
【正确答案】 B
【答案解析】[解析] 判断意图题 这是一道判断作者意图的题。文章第三段提到,对于现在的人来讲,格雷厄姆理论只是基本的常识,作者通过股票市场的泡沫现象来解释过于注重把握市场动向的投资者为什么失败,因此B项是正确答案。文章没有提到产生泡沫的股市很危险,因此A项是不正确的。格雷厄姆的理论忽视了股市泡沫的问题,因此C项也不是正确答案。D项仍然不正确,因为它对文章中股市是危险还是安全的问题没有作出说明。
单选题 According to paragraph 3, why do stock bubbles burst?
【正确答案】 B
【答案解析】[解析] 细节题 文章第三段结尾处提到,股票价格持续上升,达到了所在公司财政无法承受的高价,对此感到不安的投资者们开始抛股,股市泡沫彻底崩溃。因此,B项是正确答案。
单选题 The word "worthless" in the passage is closest in meaning to
【正确答案】 D
【答案解析】[解析] 词汇题worthless的意思是“没有价值的,无用的”。在所给的单词中与worthless的意思最接近的是valueless。考生需要注意的是invaluable和priceless都表示“无法估价的,贵重的”。
单选题 According to paragraph 4, what can be inferred about investors before the Great Depression?
【正确答案】 C
【答案解析】[解析] 推理题 文章第四段提到,大萧条的发生是由于人们对泡沫现象的无知。今天的投资者们认为,泡沫崩溃只会对一部分市场产生影响,这种冲击受到了一定的缓解,由此可推断,大萧条之前白勺人们并不知道这一点。
单选题 The word "segment" in the passage is closest in meaning to
【正确答案】 C
【答案解析】[解析] 词汇题 segment的意思是“部分,段”。答案中与此意思最接近的单词是portion。
单选题 The word "it" in paragraph 4 refers to
【正确答案】 B
【答案解析】[解析] 指代关系题 这是一道寻找it指代的单数名词的题目。需要找出什么概念以市场动向为基础。以市场动向为基础的所谓“推论”的表述最自然,因此,答案中it所指代的是reasoning。
单选题 Look at the four squares [■] in the passage that indicate where the following sentence can be added to the passage.
As more and more people invested, the prices rose still further, and it seemed that no one could lose money.
Where would this sentence best fit?
【正确答案】 B
【答案解析】[解析] 句子插入题 所添加的句子是人们在某些领域里投资时发生的一段过程。因此,此句前要提及诱发此过程的前因,后面要出现这一过程再发展的后续,要涉及与此相反的新内容,才能使整段文章顺畅。第二个小方块前的内容是人们购买dotcom公司的股票.股票上升,由此吸引了投资者们的兴趣,后面介绍了这样的公司自身情况不好的事实,是与前面句子相对比的概念。因此添加的句子应该放在第二个小方块处。
填空题 Directions: An introductory sentence for a brief summary of the passage is given below. Complete the summary by adding the THREE answer choices that express the most important ideas in the passage. Some answer choices do not belong in the summary because they express ideas that are not given in the passage or are minor ideas in the passage. This question is worth 2 points,
Benjamin Graham was an economist who formulated a theory that people should buy stocks based on an analysis of the companies involved rather than on market trends.
·__________________________________________
·__________________________________________
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Answer Choices
1. Graham invented a character called Mr. Market that he used to try to show people the dangers of investing in a company without any knowledge of that company's true value.
2. Graham focused on determining a company's true value based on quantifiable data, such as the value of its assets and the extent of its liabilities, a heavily criticized approach.
3. One criticism of Graham's theory involves the fact that some assets depreciate in value relatively quickly, meaning that an analysis based on asset value could be misleading.
4. While Graham's general ideas seem obvious in hindsight, people still ignore his advice and buy stocks based purely on market performance, leading to stock market bubbles.
5. One recent stock market bubble occurred in the technology sector when investors started buying stocks in dotcom companies with poor business plans, but didn't lose all their money because some of it was invested in traditional stocks.
6. Investors who bought stocks in dotcom companies couldn't avoid the stock market bubble because most of them strictly followed Graham's ideas.