Graham described rather in debt the perequisities of both defensive and enterpricing Investor´s selection criterias. Neither type will get the pass on this co at present for being eligble for the formula imo.
"People like Graham, Buffett, Icahn (and me)"
Hard to compare theese guys with yourself, they have a totally different toolbox. Graham had superrior knowledge in Corporate aqqusitions among various other Tools and the great depression to base his facts upon...
Buffet is self explanatory and modest at it aswell Icahn have both fame and Money to run the graph himself and will have the Lemmings follow him to hell if needs be..
To adopt their tactics in full in some areas for a retail guy are impossible, especially one lacking both fame and Money. all imo o c.