Category: Uncategorized

The Misguided Mix-up of Celebrity and Leadership Click here Within our long check list of items we use to assess a potential investment is a section on management.  One of those questions asks whether the leadership is “low ego”.  We…

Nov 2011     Issue 6 Manual of Ideas Click here Simon was recently interviewed by The Manual of Ideas, a high quality online research resource for value investors, providing screening and detailed research on specific value ideas. Click on…

Sept 2011     Issue 5 Invest like you are buying a business http://www.gurufocus.com/news/139374/invest-like-you-are-buying-a-business–kovitz-investment-group This is from the quarterly update from the Kovitz Investment Group. It highlights one factor that can lead to assets being mis-priced as businesses are compared…

July 2011     Issue 4 Steve Forbes interviews Joel Greenblatt http://blogs.forbes.com/steveforbes/2011/07/05/joel-greenblatt-interview-transcript/ Following his success with “The Little Book that beats the Market”, Joel Greenblatt is on the interview circuit again, promoting his 3rd book, “The Big Secret for the…

May 2011     Issue 3 A framework for investment success, Seth Klarman http://pragcap.com/a-framework-for-investment-success If you read only one article from this issue of the Digest, read this one.    Seth Klarman is an outstanding investor.  We featured his preface to…

March 2011     Issue 2 Welcome to the second edition of the Value Investor Digest.  We are aiming to publish this every two months, however if we fail to find sufficient quality material, we will simply wait until we…

January 2011     Issue 1 The Value Investor Digest is a listing of the most interesting articles and reference material on value investing we come across, providing you a brief synopsis and a link to the original source. We…