James Montier, has a 400+ page book on value investing out, and it is, somehow, freely available and downloadable on Scribd. I don’t know how people do it, but here it is. He’s a bit more iconoclastic than the average talking head.
The full 400 page book from James Montier on value investing is embedded below in scribd:
H/T Barbarian Cap
Vanguard’s move into PE may change the landscape forever
Private equity has been growing in popularity in recent years as more and more big-name funds and institutional investors dive in. Now even indexing giant Vanguard is out to take a piece of the PE pie. During a panel at the Morningstar Investment Conference this year, Fran Kinniry of Vanguard, John Rekenthaler of Morningstar and Read More
James Montier Value Investing