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
Gates Capital Management Reduces Risk After Rare Down Year [Exclusive]
Gates Capital Management's ECF Value Funds have a fantastic track record. The funds (full-name Excess Cash Flow Value Funds), which invest in an event-driven equity and credit strategy, have produced a 12.6% annualised return over the past 26 years. The funds added 7.7% overall in the second half of 2022, outperforming the 3.4% return for Read More
James Montier Value Investing