Deep Value Investing: Dangerfield in a Finance Class/Search Strategy by CSInvesting
Why do the typical MBA classes teach Beta, Capital Asset Pricing Theory, Value at Risk? Do those terms and theories have anything to do with REAL investing? What would Benjamin Graham say about the typical MBA finance class? We will delve into those terms in another reading (Discussed in Montier’s book, Value Investing–which was emailed to YOU.)
If you wish to take MBA-level finance courses for free go here: http://pages.stern.nyu.edu/~adamodar/
When portfolio managers get started in the business, their investing style often changes over the years. However, when Will Nasgovitz bought his first stock when he was 12, he was already zeroing in on value investing, and he didn't even know it. Nasgovitz has been with mutual fund manager Heartland Advisors for almost 20 years, Read More
The next link contains an offensive video about picking-up women (please, those of sensitive dispositions ignore/delete). However, there is a lesson here for deep value investors–a hint of where to look for value. In places where other investors are experiencing anguish.
Video: Deep Value Search Strategy
Tomorrow/Saturday I will post the lecture notes for Lesson 1. Then we will view a Deep Value Activist in action.
You may enjoy reading an interview of Deep Value’s author
Deep-Value-at-authorsgoogle/ An excellent video of Deep Value Investing.
www.greenbackd.com is worth scrolling though and viewing past videos.