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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (20101)	11/20/2004 4:15:08 PM
From: Paul Senior	of 78594

Eric Strohmeyer. I hadn't seen that Google search site. I will add it to my collection. Several articles of interest there. From typing in your "value investing", I'm looking now again at the Piotroski article "Value Investing: The Use of Historical Financial Statement Information to Separate Winners from Losers". I'll look next at Bierig's "THE EVOLUTION OF THE IDEA OF “VALUE INVESTING”: FROM BENJAMIN GRAHAM TO WARREN BUFFETT". I don't recall seeing that one before. (Both articles about four years old.) I read the Carlson article you linked to. I hadn't seen it before. Thanks! Worth clipping and reviewing-- some insights on how I might be "investing" and how others do or don't. I like these behavioral aspects. Anything that brings to the surface the hidden drivers we have is helpful, imo. Carlson is the same fellow, I believe, who used to be a contributor to Bloomberg Magazine. Wrote some good stuff there too.

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