Sam Zell is a distressed real estate investor who wrote a well known, but hard to find article in 1976 called “The Grave Dancer” where he explains his thought process on buying distressed properties.
Link to the scanned PDF of The Grave Dancer article (16MB) https://db.tt/sW4Jwx4U (and embedded below)
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Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk has been able to review, the value investor describes the Baupost Group's process to identify ideas and answer the most critical questions about its potential Read More
The Grave Dancer Sam Zell 1976 Real Estate Review by ValueWalk
The return of the grave dancer Sam Zell article on topic
Not the book, but kind of a decent short read. An outline of a court case.