Forbes has posted a video and transcript of an interview with Joel Greenblatt. Greenblatt is the founder of Gotham Capital, an adjunct professor at Columbia Business School where he teaches “Value and Special Situation Investing.” He is the author of three investment books and, through Gotham, the advisor to four mutual funds, which select stocks [...]
Archive for the ‘Value Investing’ Category
Steve Forbes Interviews Joel Greenblatt
Posted in Academic, Hedge Funds, Investing, Value Investing, tagged Investing, joel greenblatt, Value Investing on July 8, 2011 | Leave a Comment »
Introducing the Capital Asset Value Model (CAVM)
Posted in Academic, Value Investing, tagged capital asset pricing model, capital asset valuation model, CAPM, CAVM, portfolio analysis, portfolio modeling, valuehuntr model on May 6, 2009 | 5 Comments »
We introduce a value-based investment model as alternative to the Capital Asset Pricing Model (CAPM) used by business schools, investment banks, and portfolio managers today around the world. We believe that the Capital Asset Valuation Model (CAVM) is a common sense approach to modeling risk-return in a way consistent with Graham and Dodd. We call [...]
The Renaissance of Value
Posted in Academic, Value Investing, tagged article, Ben Graham, document, renaissance of value, Value Investing on April 21, 2009 | 1 Comment »
There are several documents written by Ben Graham that are currently stored at the New York Research Library, and amongst them is a microfilm document titled “The Renaissance of Value”, written in 1974 by Ben Graham and which I have just obtained for our readers. The document discusses several questions posed by Graham, [...]
Veteran tweaks Graham’s rule to find bargains
Posted in Value Investing on April 9, 2009 | Leave a Comment »
(Written by Levi Folk for the Financial Post) Security Analysis, the original book on value investing by Benjamin Graham and David Dodd, published in 1934, was inspired by the market crash of 1929. The book said investors were on solid ground if they owned shares in “net-nets” –companies whose liquidation values exceed by a wide [...]
The Relation between Value and Growth
Posted in Value Investing on April 6, 2009 | 4 Comments »
Most analysts feel they must choose between two investing approaches customarily thought to be in opposition: “value” and “growth”. But the Warren Buffett Letters (available in our resources section) make it clear that the two approaches are joined at the hip: Growth is always a component in the calculation of value, constituting a variable whose [...]
On Risk Management and a Flawed Investment Theory
Posted in Academic, Value Investing on March 29, 2009 | 1 Comment »
According to modern investment theory, diversification is a central feature to proper investment strategy. The theory holds that it is possible to diversify away the risks of holding securities by spreading this risk among many uncorrelated holdings. It’s a theory that has been widely followed, but one that has been tested by the recent financial [...]
Value Investing Collection
Posted in Value Investing, tagged google, Investing, obama, Warren Buffett on March 26, 2009 | Leave a Comment »
Our electronic collection of rare value investing articles, lectures, videos, and books is now open to the public. All the scanning and copying was paid for by your small donations. Visit our resources section to access the collection, and help us grow it.
Ben Graham’s Lectures on Valuation Techniques
Posted in Academic, Value Investing on March 25, 2009 | Leave a Comment »
We were recently able to obtain copies of some of Ben Graham’s original lectures (dated 1932 to 1947) while he was teaching at Columbia University, and we thought we would share some common themes among them. According to Graham, analysts who value companies based upon the capitalization of its earning power must make certain [...]
Martin J. Whitman: Profile of a Value Investor
Posted in Value Investing on March 23, 2009 | Leave a Comment »
Today we profile Martin J. Whitman, the legendary veteran value investor who founded and still manages Third Avenue Value Funds. The profile includes a summary of the value strategy Mr.Whitman has followed for nearly half a century.
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