I know “More than You Know”

November 17, 2011 | Read Now

Mauboussin’s book, More than you know, is a collection of his academic papers and essays ranging from behavioral finance, decision making and stress to ants and slime.
Doesn’t make sense right? Well Mauboussin is a firm believer that you have to think broadly and borrow ideas from multiple disciplines, much like Charlie Munger’s thinking models.

Investment Book Review: Financial Shenanigans

May 24, 2011 | Read Now

Financial Shenanigans is so good that Mebane Faber emphasizes checking your company against all the accounting shenanigans described in the book. With the Chinese reverse merger frauds and the social media hype/bubble growing, you will definitely be better off scrutinizing the financial statements and getting into some forensic accounting work.

Investment Book Review: Active Value Investing

May 10, 2010 | Read Now

Active Value Investing What can You Learn in the Active Value Investing Book Active Value Investing is written by Russian […]

Investment Book Review: Payback Time

February 24, 2010 | Read Now

Payback Time I’ve seen the author Phil Town on TV a few times and his first book Rule #1 has […]

Investing Book Review: Why are we so clueless about the stock market

November 17, 2009 | Read Now

Investment Book: Why are we so clueless about the stock market Why are we so clueless about the stock market […]

Investing Book Review: Quality of Earnings

October 13, 2009 | Read Now

Quality of Earnings: The Investor’s Guide to How Much Money A Company Is Really Making If you’re into value investing, […]

Earnings Power Value EPV and Book Review

September 6, 2009 | Read Now

What You Will Learn How to use the EPV and improve your investing How you can calculate the EPV to […]

Investment Book Review: F Wall Street

June 13, 2009 | Read Now

F Wall Street The last proper investment book review I wrote was on The Art of Short Selling. Since then […]

Investing Book Review: The Art of Short Selling

January 6, 2009 | Read Now

The Art of Short Selling, by Kathryn Staley, is by no means about short selling. If I had to sum it up in a few words, I would say the book is focused on hardcore fundamental analysis. It points all readers in the direction of discovering and analysing fundamental problems with a company. The book clearly states that one should never short a good company with temporary issues or just because a company seems overpriced.

There is no mention of technical analysis, trends or volume. The true method of short selling described is based on an extremely detailed fundamental analysis, which is why I immediately purchased the book. The book describes everything that enterprising investors should do.

Book Review: Good to Great

October 25, 2008 | Read Now

As a young guy interested in business and wanting to start my own, I found Good to Great interesting and the ideas, although not new, to be thought provoking. C.S. Lewis once wrote that the best teachers are the ones that are able to remind you rather than try and teach you new things.

Ready to try Old School Value?