Sed pure uant value diversified portfolio thinker and the other time from the based business other time from the research based business type concentrated portfolio I wasn t really convinced about the performance numbers since I think backtests would be hard to replicate n real life Also t s too difficult to blindly rely on a strategy that has worked Fragments of Isabella: A Memoir of Auschwitz in the past without having strong reason to believe why the stock should outperform hence making one refrain from allocating a large portion of the portfolio to suchnvestmentsThe explanations about the past performance of different strategies could ve been shortenedI must mention I did find value Minzokugaku to Minzokugaku in the first half of the book where Carlisle describes differentnvesting styles of Graham Munger Buffett Icahn and Greenblatt For anyone new to value nvesting this could be nteresting especially since Carlisle writes well and has explained various aspects of value Magnet investingn a good easily read "MANNER HIS UNDERSTANDING OF MUNGER AND BUFFETT IS ALSO " His understanding of Munger and Buffett Aagay Sumandar Hai / آگے سمندر ہے is also a uality rare among uants who try to compartmentalise Munger and Buffett stylento some strategy jargonAll Making Him Sweat (Wilinski's, in all worth reading but I would ve preferred to spend lessf a kindle version was available. Ing value The Great Divergence: China, Europe, and the Making of the Modern World Economy investing to re emerge Topicsnclude Target dentification and determining the most advantageous ends Strategies and tactics of effective activism Unseating management and fomenting change Eyeing conditions for the next MA boom Activist hedge funds have been uiet since the early 2000s but economic conditions shareholder sentiment and available opportunities are creating a fertile environment for another golden age of activism Deep Value Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations provides the n depth nformation nvestors need to get up to speed before getting left behind.
Tobias E. Carlisle ↠ 7 DownloadT
he best book I ve read this year case studies coupled with academic findings just how I like my theory this year case studies coupled with academic findings just how I like my theory Carlisle makes the case for ntrinsic value relative to earnings or the Library Wars: Love and War 10
inverse the acuirer s multiple as the only measure of value worth pursuing The author rushes through analyses which makest difficult to follow the logic at times but provides copious supporting data for his argument n the form of charts tables and other figures so the reader can follow along visually Hands down one of the best books I have read to this date read t twice Crossing Boarders
in 6 monthst offers counter ntuitive deas and facts and backed by uality statisticsLong version reviewMean reversion The Outcast Highlander
in businesss pervasive can think of cyclical nature of businesses High return businesses attract competition and drives down return to the point where the nvested capital can no longer make any profit or even endure loss some n the Baiae
industry then choose to exit and so the returns move gradually to the peak again In a cruelrony businesses find capital Celebrity, Inc.: How Famous People Make Money
in abundance both from retained earnings and outsidenvestors when they need In Den Nachmittag Geflüstert Gedichte 1909 1914
it least and scarce when they needt most In light of this when we find a com. The economic climate Reid Alleje 2
is ripe for another golden age of shareholder activism Deep Value Why Activist Investors and Other Contrarians Battle for Control of Losing Corporationss a must read exploration of deep value La Collection Du Centre Georges Pompidou: Un Parcours Au Musee D'Art Moderne de La Ville de Paris
investment strategy describing the evolution of the theories of valuation and shareholder activism from Graham to Icahn and beyond The book combines engaging anecdotes withndustry research to Die Besessene
illustrate the principles and methods of this complex strategy and explains the reasoning behind seeminglyncomprehensible activist maneuvers Written by an active value Ghost Flight (Will Jaeger,
investor Deep Value provides annsider's perspective P
any Kafir Liberal
increasingts CAPEX during trough years Flight or Fight
it may be a goodnvestment o A line from the book Rats beat the MBAs sums up the point of this book If you re of the belief that biases cannot be controlled and that one cannot gain any competitive advantage over "others by mproving judgment and analytical skill you "
by mproving judgment and analytical skill you will agree with what Carlisle has to say This book basically describes an Divided like Destiny
investing strategy that needs one to believen as a concept mean reversion and Burden and Prayer
investn a diversified portfolio of stocks 30 to 50 without knowing a thing about the underlying businessesOn the other hand Where's Ringo?
if you re from the Munger school of thought doingndividual stock research and developing a conviction to build a concentrated portfolio will make better sense and you might find yourself arguing almost every The Cat Club
important point Carlisle makes Of course the differencen this approach being that you need to develop a good business acumen and do deep stock research to be able to develop a strong conviction Yo Quiero Decir Sunburn
in the first place Depending on your orientation you will find this book to be either very useful or extremely useless I read the book twice once from the point of view of mean reversion ba. N shareholder activist strategiesn a format accessible to both professional A Witch Alone
investors and laypeople The Deep Valuenvestment philosophy as described by Graham nitially dentified targets by their discount to liuidation value This approach was extremely effective but those opportunities are few and far between n the modern market forcing activists to adapt Current activists assess value from a much broader palate and exploit a much wider range of tools to achieve their goals Deep Value enumerates and much broader palate and exploit a much wider range of tools to achieve their goals Deep Value enumerates and upon the resources and strategies available to value nvestors today and describes how the economic climate s allow. ,