Words Of Wisdom




“Confronted with a challenge to distill the secret of sound investment into three words, we venture the motto, Margin of Safety”
- Benjamin Graham


BY RADHIKA SETHI | 2 Mins Read


The margin of safety principle was popularised by famous British-born American investor Benjamin Graham, also known as the father of value investing and his followers, most notably Warren Buffett.

The principle of Margin of Safety refers to one in which an investor only purchases securities when their market price is significantly below their intrinsic value. The difference between the market price and the intrinsic value is referred to as Margin Of Safety. For an investment with less risk, it is advisable to buy this security when this difference is present.

For example, if one was to determine that the intrinsic value of ABC stock is Rs 1620, which is well below its share price of RS1920, he might apply a discount of 20% for a target purchase price of Rs1300. In this example, he may feel ABC has a fair value at Rs1920 but he would not consider buying it above its intrinsic value of Rs1620. In order to absolutely limit his downside risk, he sets his purchase price at Rs1300. Using this model, he might not be able to purchase ABC stock anytime in the upcoming future. However, if the stock price does decline to Rs1300 for reasons other than a collapse of ABC’s earnings outlook, one could buy it with confidence.

Warren Buffett describes margin of safety concept using this example – “When you build a bridge, you insist it can carry 30,000 pounds, but you only drive a 10,000 pound trucks across it. And that same principle works in investing.”

Like we should have a margin of safety in life as a backing to whatever we plan on doing, it is imperative to have a margin of safety in one's Investments as well. This principle can also be linked to the quote "Precaution is better than cure" since it is always better to be prepared in advance as to what the outcome will be before investing in it. Therefore, margin of safety is an extremely helpful and important concept in the financial as well as the non financial world.