Treat the Market Like a Moody Business Partner
Prices swing on emotion daily; your job is to use those moods, not catch them.
Imagine you co-own a business with an emotional partner — callThe right, not the obligation, to buy or sell at a set price. him Mr. Market. Every single day he knocks on your door and offers to buy your shareA unit of ownership in a company. or sell you his, at a price set entirely by his mood. Some days he’s euphoric and quotes absurdly high; some days he’s despondent and offers to sell cheap.
Here’s the key: he doesn’t mind if you ignore him. He’ll be back tomorrow with a new price. He’s there to serve you, not to guide you.
This single mental model, from Benjamin Graham, reframes crashes: a 30% drop isn’t a disaster, it’s Mr. Market offering you more of a good business at a discount. Whether that’s good news depends only on whether the business is still sound.
Who came up with Mr. Market?
It’s a parable from Benjamin Graham, the father of value investing, used to teach that daily price swings are emotional offers you can accept or ignore — not statements of a company’s true worth.