It is rare to be able to invest precisely at an inflection point; therefore, investors who take a stand against the tide should expect to initially lose money (The Emotionally Intelligent Investor)
Below are links to various lectures. You should do a search on this blog for notes on the various companies that Prof. Bruce Greenwald mentions. For example, I posted my class notes on Hudson General, Liz Claiborne, etc. Try to understand his process. If you don’t, then buy and read the books above. If you work hard, you can skip the $200,000 in tuition at Columbia GBS.
Greenwald Strategic Valuation Analysis:https://www.yousendit.com/download/UW16UWV1K3hlM1RyZHNUQw
Greenwald Liz Claiborne Valuation Analysis:https://www.yousendit.com/download/UW16UWV1K3htMExMYnRVag
Go to Sec Edgar and download the appropriate financial statements and try to value before hearing this lecture. Go to search box on this blog for liz Claiborne valuation to find the notes on this lecture.
Bruce Greenwald Valuing Growth and Managing Risk:https://www.yousendit.com/download/UW16UWVqMGNCSWNVV01UQw
Greenwald Investment Process Part 1:https://www.yousendit.com/download/UW16UWVqMGNKV01YRHNUQw
Greenwald Investment Process Part 2:https://www.yousendit.com/download/UW16UWVqMGNtUUhOTzhUQw
Transcript of Greenwald Gabelli Seminar in London:https://www.yousendit.com/download/UW16UWVqMGMyWGRBSXNUQw
Greenwald 2010 Lectures:
Let me know if you wish for me to post the Joel Greenblatt videos………