
This lecture includes the 2005 10-K of Lear Corp starting on page 15. Begin… reading the 10-K to determine if this is a good business; the price at $33 offers value and what risks are there in this investment. The
Read More »

This lecture includes the 2005 10-K of Lear Corp starting on page 15. Begin… reading the 10-K to determine if this is a good business; the price at $33 offers value and what risks are there in this investment. The
Read More »

This lecture is an excellent supplement and follow-up to the prior lecture on investing in retailers given in the link below. The speaker has a focused circle of competence and it shows in this lecture.
Lecture 9 a Great Investor …
Read More »

Editor: The professor and Great Investor (“GI”) views options in a unique way to
…
carve out precise risk
and reward investments. You can, for example, combine this technique with steady, stable companies like Coke (KO) or Campbell Soup (CPB) or
Read More »
…This lecture is a review of a Great Investor’s Course on Value Investing and Special Situation Investing.
You can read it on a stand-alone basis and for review. Really diligent students can download the financials of the companies mentioned in
Read More »
…I came upon these great notes. Names had to be removed but should be clear to any value investor. I assume they are okay to post, but if I am asked to move them, I will obviously comply right away.
Read More »
I came upon these great notes. I assume they are okay to post, but if I am asked to move them, I will obviously comply right away. Lecture #1 can be found here-http://www.valuewalk.com/value-investing-philosophy/lecture-1-introduction-investing/…. I disabled downloading/printing etc. not
Read More »
…I came upon these great notes. I will be posting notes over the next few weeks from all the lectures. I assume they are okay to post, but if I am asked to move them, I will obviously comply right
Read More »
…Joel Greenblatt, founder and value investor at Gotham Capital in New York, talks with WSJ’s Steve Eder about why investing in hedge funds is seen as a way to get “more bang for your buck.” Plus, he outlines some sectors
Read More »
Note to readers:… I am writing all these posts very informally. I have found that readers like this the best, and it enables me to take the most notes possible and get them up in real time. I will be
Read More »
…I dont normally post my articles here, which I write exclusively for Guru Focus, since many people followe me there. However, this is a good recent one from Whitney Tilson. Ill also throw in a link to a few of
Read More »

…I was supposed to give a 1 hour guest lecture at an MBA program for students who had never been exposed to value investing.
The lecture was pushed off and when I (hopefully) do give the lecture it will be
Read More »

By Value-Investing.Eu…
I sometimes wonder whether some financial newspapers are really adept at explaining what’s really going on in the world. For everyday market updates, journalists are trying hard to second guess why the stock markets go up or down.
Read More »

Joel Greenblatt interview with Steve Forbes, followed by the transcript. The interview is about 26 minutes long, and focuses on Greenblatt’s latest book, The Big Secret for the Small Investor: A New Route to Long-Term Investment Success
The Big Secret …
Read More »

…Happy July 4th weekend everyone!
I have some good articles, but I will set them to post next week because everyone is in the Hamptons, and I am taking it slow today. I will try to have a new post
Read More »

The latest issue of The Manual of Ideas… is out. This week the issue contains an interview with Joel Greenblatt of Gotham Capital.
Below is a brief excerpt, followed by a link to the full publication:
I could not get
Read More »