Hi I'm interested in reading the best books written on "value investing". I've just ordered "the intelligent investor", by Benjamin Graham - revised edition, But would really like to read one or two more equally good or better book(s) Probably the recent crash has nudged me in this direction !! Any tips, suggestions, pointers would be most appreciated Just names or names + authors please thanks in advance Regards Subu
I enjoyed "The Dhandho Investor" by Monish Pabrai Amazon link. Beware: he's a Buffett worshipper; if that puts you off, don't open the book.
Value investing? Maybe we should start from the today and work our way back into in history and see where value get's us. I'd like to ask Ben whazzup with private equity firms which buy undervalued companies, mostly with borrowed money and destroy them with debt. Not sure this strategy was around back in the day of the "Intelligent Investor". http://www.nytimes.com/2009/10/05/business/economy/05simmons.html?pagewanted=1&_r=1
Seth Klarman - Margin of Safety Graham & Dodd - Security Analysis Martin Whitman - The Aggressive Conservative Investor, and Value Investing: A Balanced Approach Joel Greenblatt - You can be a Stockmarket Genius Roger Lowenstein - Buffett: The Making of an American Capitalist Warren Buffett - Berkshire Hathaway annual reports & shareholder letters
Damodoran - http://www.amazon.com/Dark-Side-Valuation-Distressed-Businesses/dp/0137126891/ref=ntt_at_ep_dpi_1 Advantage with Damodoran is the systematic approach which is less accounting based and more process oriented, so it will appeal to you if you are intuitive or technical rather than an accountant by nature.
zacks.com The guy actually wrote a book too. Their FA system focuses mainly on earning's revisions. Pretty useful to find the strong sectors and the weak sectors