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...]
Summary
- Applied Equity Analysis and Portfolio Management
- John Neff on Investing
- The Little Book that Still Beats the Market
- One Up on Wall Street
- The Richest Man in Babylon
- Quantitative Strategies for Achieving Alpha
- Contrarian Investment Strategies
- Value Investing: Tools & Techniques for Intelligent Investing
- What Works on Wall Street
What Works On Wall Street
I’ve decided to begin this new ‘Review’ section with a review of the book that inspired me and was the trigger or turning point to begin forming my strategy. This book is non-other than “What Works on Wall Street” by James O’Shaughnessy. If you have any doubt that value investing doesn't work then I guarantee you that this book will change your mind. The beauty of the book … [Read more...]
