An investment classic. The book is a collection of articles by James Montier. It is broken into sections and discusses a range of topics. It starts with an attack on beta, CAPM and DCF before going into value investing. Montier provides evidence and makes a strong case for his beliefs. There is a lot to think about as he goes in depth on his answers. Thought provoking and a must read by anyone involved in finance. One of the best books I’ve ever read.
About Sophocles Sophocleous
A Fulbright scholar and Chartered Financial Analyst, has been active in the global financial markets since 1999. This website displays his personal thoughts and investment strategy.