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Mason Hawkins and Staley Cates on Today's Opportunities for Value Investors By Robert Huebscher March 15, 2011
Value Investing has been pioneered and is used by the world's most famous investors, including Warren Buffett, Ben Graham, John Templeton, Joel Greenblatt, Bruce Greenwald and many more. It offers tried and tested techniques to making money out of buying underpriced shares and securities. In this important new book, the highly respected and controversial value investor and behavioural analyst, James Montier explains how value investing is the only tried and tested method of delivering sustainable long-term returns. This begs the question why isn't everyone a value investor? In part, it is because value investing requires a different mindset and the methods, approach and conclusions of value investing are very different from those taught in business schools and finance courses. In this book James shares his tried and tested techniques and provides the latest and most cutting edge tools and techniques you will need to deploy the value approach successfully.
Tim du Toit is the editor and founder of Eurosharelab.
Frank K. Martin, CFA - Founder and Owner Frank Martin has more than 40 years of investment industry experience. In 1987, he founded McDonald Capital Management, Inc. The firm was reorganized as a partnership in 1991 and renamed Martin Capital Management with headquarters in Elkhart, Indiana. Martin graduated from Northwestern University in 1964 with a Bachelor of Science degree and a major in investment management.
A strategy to profit when markets are range bound–which is half of the time One of the most significant challenges facing today’s active investor is how to make money during the times when markets are going nowhere. Bookshelves are groaning under the weight of titles written on investment strategy in bull markets, but there is little guidance on how to invest in range bound markets. In this book, author and respected investment portfolio manager Vitaliy Katsenelson makes a convincing case for range-bound market conditions and offers readers a practical strategy for proactive investing that improves profits. This guide provides investors with the know-how to modify the traditional, fundamentally driven strategies that they have become so accustomed to using in bull markets, so that they can work in range bound markets.
Updated for 2010 and in time for the holidays, here is the latest installment of my recommended books. I originally wrote this list in 2008 and again last year . I intend to keep adding to and revising it every year. It contains seven sections: Selling, Think Like an Investor, Behavioral Investing, Economics, Stock Market History, Risk and Books for the Soul. I hope you enjoy it. In these crazy times, all one could ask for is sanity.
Michael J. Mauboussin Paper , 320 pages, ISBN: 978-0-231-14373-8 $18.95 / £12.95 October, 2007 Cloth , 320 pages, ISBN: 978-0-231-14372-1 Edinburgh University Press $28.95 / £19.95 Since its first publication, Michael J.
In More Than You Know , Mauboussin shares his secret to becoming an insightful investor and provides invaluable tools to better understand the concepts of choice and risk. Question: More Than You Know comes at the world of investing from a very different perspective than the average book. Can these nonconventional ideas really help an investor succeed? Michael Mauboussin: This book celebrates the notion that a multidisciplinary approach is best for solving complex problems, including those in investing. Too much of our learning narrows perspective.
Book Description Publication Date: 13 Feb 2004 | ISBN-10: 0393325350 | ISBN-13: 978-0393325355 | Edition: Revised edition Using the dot-com crash as an object lesson in how not to manage your portfolio, this is an informative guide to navigating the turbulence of the market and managing investments with confidence. With its life-cycle guide to investing, this book matches the needs of investors at any age bracket.
In the past, we've detailed various investment book recommendations from some truly notable investors. This list could quite possibly top them all though. After all, apart from Warren Buffett, Baupost Group's Seth Klarman is widely regarded as one of the most successful investment managers in the game.
This book is absolutely essential reading for traders just beginning and those experienced traders who "just can't get over the hump". Schwager asks the top traders all the questions that any other trader would want to ask, and pushes the pros to reveal their money and risk management tips and "rules", philosophies, discipline, psychological traits, and general characteristics of successful traders. In addition, there are plenty of good stories the successful traders relate to Schwager, which makes the reading more interesting. Most importantly, the reader will learn the mistakes that most traders make during their careers, and thus why most people never become successful traders. These characteristics of losing traders are compared to those characteristics of the successful traders, and the reader will learn what it takes to make it in the markets, straight from the pros.
2007 Wiley, 196 pages (of which 183 pages form the main body of the book) On the back of the Dhandho Investor is some blurb by Whitney Tilson saying that he read the book from start to finish in one sitting. The Dhandho Investor is that kind of book: it is short and engaging.
Howard Marks April, 2011 Cloth , 200 pages, 7 line drawings, 6 tables ISBN: 978-0-231-15368-3 $29.95 / £19.95 "Everyone knows about the anticipation leading up to Warren Buffett’s annual shareholder letters. But for a certain Wall Street set, there are equally high expectations for the writings of Howard Marks." — Peter Lattman, Wall Street Journal "Regular recipients of Howard Marks's investment memos eagerly await their arrival for the essential truths and unique insights they contain. Now the wisdom and experience of this great investor are available to all.
This is the fourth and final installment of hedge fund Blue Ridge Capital's recommended reading list.