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Strategies & Market Trends : Value Investing
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From: Paul Senior10/9/2006 11:48:54 PM
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Value investing books: At Barnes and Noble, I reviewed the chapter on Seth Klarman in Greenwald's "Value Investing". Klarman really does scour the earth and investment vehicles to find places where he can succeed and where others have no interest or desire or understanding to compete with him.

I have Barron's review of "Business Fairy Tales" by Cecil Jackson , a professor of "clinical accounting".
"Jackson walks the reader through actual (financial) statements, and shows how to spot "flim-flams" - by looking at such things as the ratio of accounts receivable to sales over time."... Jackson says the No. 1 signal something may be amiss is the CEO's history. He points to Al Dunlap..."

Looks like I'll have to get the book and read it.

Right now I've begun Christopher Browne's "The Little Book of Value Investing".
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