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Benjamin Graham referred to it as his “margin of safety.” Seth Klarman favors it over all other investment methods. Warren Buffett uses it to make millions for his investors.
It’s called value investing, and you can make it work wonders for your portfolio. All you need is money to invest, a little patience—and this book.
Strategic Value Investing reveals everything you need to know to build a world-class portfolio using value investing as your north star. Written by experts on valuation and financial analysis, this comprehensive guide breaks it all down into an easy-to-implement process.
The authors explain the ins and outs of determining when a stock is undervalued, then purchasing it and selling it for a profit when the rest of the world learns what you knew all along.
With Strategic Value Investing, you’ll learn how to:
- Distinguish between the various measures of value, including going concern, replacement value, fair market value, book value, and intrinsic value
- Identify undervalued companies before everyone else, and know what to look for, what to avoid, when to buy, and when to sell
The authors teach you how to establish a dispassionate value investing philosophy tailored to your needs.
Equally important, they provide the tools you need to adhere to this often contrarian approach regardless of your emotions or crowd sentiment. Get in before the crowd—and get out when the price is right with Strategic Value Investing.
Praise for Strategic Value Investing
“A book that has much the same character as a good value investor: calm, disciplined, with a grasp both of broad theory and of how to apply it.”
—JOHN AUTHERS, senior investment columnist, Financial Times
“This comprehensive look at valuation techniques is not only insightful, but can be easily put to use by individual and professional investors alike.”
—CHARLES ROTBLUT, CFA, Vice President, the American Association of Individual Investors
“Offers a sound fundamental perspective for those looking to deepen their analysis around stocks. A great resource for all types of value investors.”
—HEATHER BRILLIANT, CFA, global head of equity research at Morningstar and member of the CFA Institute Board of Governors
“This book is of Real Value! It updates the pioneering work of Ben Graham and Phillip Fisher, blending the valuation techniques of the masters (such as Warren Buffett) and provides institutional and individual investors the A to Z of value investing from a practitioner perspective.”
—JOHN MAGINN, CFA, EVP & CIO, Mutual of Omaha (retired) and coeditor of Managing Investment Portfolios
“An actionable road map for implementing a disciplined value investing strategy. Very much in the Ben Graham style. The sophisticated individual investor will find this comprehensive digest a continual and timeless reference.”
—WALLACE FORBES, CFA, President of Forbes Investors Advisory Institute, Division of Forbes magazine
“Many books propose to help you learn how to become a better value investor. This one, which is bound to become a staple of every value investor’s library, delivers on its promise.
Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount. That's why Private Wealth, the inaugural offering in the CFA Institute Investment Perspectives series has been created. As a sister series to the globally successful CFA Institute Investment Series, CFA Institute and John Wiley are proud to offer this new collection. Private Wealth presents the latest information on lifecycle modeling, asset allocation, investment management for taxable private investors, and much more. Researched and written by leading academics and practitioners, including Roger Ibbotson of Yale University and Zvi Bodie of Boston University, this volume covers human capital and mortality risk in life cycle stages and proposes a life-cycle model for life transitions. It also addresses complex tax matters and provides details on customizing investment theory applications to the taxable investor. Finally, this reliable resource analyzes the use of tax-deferred investment accounts as a means for wealth accumulation and presents a useful framework for various tax environments.
For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book
- Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition – endorsed by investment luminaries Charles Schwab and John Bogle
- Presents an approach that places achieving client objectives ahead of investment vehicles
- Applicable for self-study or classroom use
Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.
From Forbes and the CFA Institute-two of the most highly respected and recognized names in the investment industry-The Forbes/CFA Institute Investment Course is an interactive roadmap to investing in today's challenging stock markets. From building capital and asset allocation and diversification to choosing a broker and reading a financial statement, The Forbes/CFA Institute Investment Course has offered investors step-by-step guidance since 1948. The course
- Includes advice for novices, but also accommodates those who are more familiar with markets
- Provides important information on fundamental analysis versus technical analysis
- Details different asset classes: fixed income securities, derivatives, mutual funds, and equities
With Q&A, links to videos, expert advice, interviews with top money managers, and much more, The Forbes/CFAInstitute Investment Course is the perfect resource for anyone looking to learn about investing in today's markets.