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Strategies & Market Trends : Value Investing
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To: Brendan W who wrote (13728)1/21/2002 1:30:48 AM
From: James Clarke  Read Replies (1) of 78485
 
I'm not convinced anybody at Third Avenue Value read Greenwald's book. 90% of their "critique" is on Greenwald's straw man which if you read beyond the first half of the first chapter you would know he is arguing against. To assert (as TAV did in Barrons and in the letter) that Greenwald's valuation technique is based on forecasting free cash flow is shamefully wrong. Greenwald himself ridicules free cash flow forecasting - he makes no bones about it. I've read everything out of TAV for years and this is just really sloppy in my opinion. They're better than this. Could Whitman be upset that he's not one of the value investors profiled in the book?
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