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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (13735)	1/22/2002 10:31:28 AM
From: David	Respond to of 78476

James: Good to hear from you and agree with your comments about Greenwald's book. Just started reading it and enjoyed being reminded again not to pay anything for anticipated growth in future cash flows. His Grahm-Dodd teachings provide a refreshing cautionary reminder to purchase companies at reasonable discounts to assets and established conservative estimates of historical cash flows. I put down Whitman's Value Investing to read Hagstrom's Focus Investing book (then I re-read Hagstroms Buffett Way). I also enjoy reading Third Avenue Value fund reports, but couldn't disagree more with their assessment of Greenwald's book (based, at least upon what I've read so far). Did you read Whitman's book? If so what did you think about it?