Month: December 2014

Tobias Carlisle: “Deep Value Investing” | Talks at Google

“Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations” is an exploration of the philosophy of deep value investment. It describes the evolution of the various theories of intrinsic value and activist investment from Benjamin Graham to Warren Buffett to Carl Icahn and beyond. Filled with engaging anecdotes, penetrating statistical …

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John Heins & Whitney Tilson: “The Art of Value Investing” | Talks at Google

“John Heins and Whitney Tilson, co-founders of the Value Investor Insight newsletter, have done a thorough job of explaining how to look for stocks that are trading at significant discounts to what they are worth — the concept known as the value style of investing.…the authors present a clear framework for ferreting out undervalued companies.” …

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