BREAKING BIASES
I HIGHLY recommend you go see Money Ball or read the book by Michael Lewis. A metaphor for deep value investing.
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Case Study – Munsingwear Analysis Q&A
Who earned their wingtips? That case was about approaching the problem as a business person. First you had to notice the two businesses, then break them out. Stop the bleeding, then leave the rest. Often, the smartest students struggle to resurrect the uncompetitive business. (Buffett at Berkshire Hathaway!)
Next, I will post some questions and supplementary readings for Chapter Two in Deep Value (the book) over the weekend.
Enjoy your Weekend!
