OMG Did I Die & Go To heaven? Just Read, Applied Value Investing, My Favorite Book of the Past 5 Years!! Listen To This Interview!
Ladies and Gentleman,
I have a confession, I might have read the best value investing book published in the past 5 years!
The book is called Applied Value Investing By Joseph Calandro Jr. In the book Mr. Calandro applies the tenets of value investing via (real) case studies. Buffett, was once asked how he would teach a class on security analysis, he replied, “case studies”. Unlike other books which are theoretical this book provides you with the actual steps for valuing businesses.
With out a doubt, this book ranks amongst the best value investing books (with SA, Margin of Safety, Buffett’s letteres to corporate america, and Greenwald’s book) & you dont have to take my word for it. Seth Klarman, Mario Gabelli and many top investors have given the book a plug!
Here is an interview with the author of the book, Applied Value Investing ( I recommend listening to this). Who knows perhaps yours truly will interview him soon.
-Miguel
P.S.
A fellow blogger and friend will soon post a review of this book (hint: Street Capitalist!).
November 16th, 2009 at 8:17 pm
Miguel, would recommend you import (not in the US until jan 2010) the new book by James Montier as well. A lot is the stuff covered in his socgen pieces but not everyone has had access to them so its very good behavioral and value book. (seth klarman is the main plug on the back to give you an idea of his thoughts on it).
will definitely check out calandro’s book.
-derek