Nice article from Barron’s on Joel Greenblatt, below is an excerpt.
How Joel Greenblatt’s Bigger Book Beats The Market by Sarah Max, Barron’s
Every year, when Joel Greenblatt kicks off his value and special-situation investing class at Columbia Business School, he makes his students a guarantee. “If they are good at valuing businesses, the market will agree with them, typically within two or three years,” says Greenblatt, who has been an adjunct professor since 1996.
There has been much talk in recent years about disruption and trying to pick companies that will disrupt their industries. The debate continued at the Morningstar Investment Conference as Bill Nygren of Oakmark Funds faced off with Morgan Stanley's Dennis Lynch. Q2 2021 hedge fund letters, conferences and more Persistence Morningstar's Katie Reichart moderated the Read More
See full article by Barron’s