Dreman was a pinioneer as started publishing his research findings from the late 70s. While a heavier read than Tortoriello, he provides additional proof on the merit of value investing. Personal favourite is the analysis on earnings surprises and the stock reaction on high and low multiple equities. … [Read more...]
Archives for April 2016
Value Investing: Tools and Techniques for Intelligent Investment
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 … [Read more...]
Benjamin Graham’s Mr. Market
In Chapter 8 of the classic “The Intelligent Investor” Benjamin Graham tells us the parable of Mr. Market. This has been cited by numerous authors as its simplicity is true brilliance. Below is a quote from Joel Greenblatt’s best seller “The Little Book that Still Beats the Market”. I chose to quote Greenblatt rather than Graham as I believe readers will better enjoy … [Read more...]
Charts: One man’s junk is another man’s treasure!
Look at a 2 year chart with the 20-day and 200-day moving averages in place. 1) Look for the stock to remain above the 20-day moving average to confirm accumulation. If the stock falls beneath the 20-day moving average, and the 20-day moving average then falls beneath the 200-day moving average, this stock is being liquidated, and the weakness is likely to persist. You do … [Read more...]
SuperInvestors’ Videos
Under each SuperInvestor, I've posted a lot of videos. Click on the investor below that interests you. Over time I will post more videos and cover more investors. … [Read more...]
