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Strategies & Market Trends
Greenblatt's Little Book That Beats The Market
An SI Board Since December 2005
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Emcee:  mikeslemmer Type:  Unmoderated
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68<i>I recall that such an approach was used by O'Shaughnessy per his boMark Marcellus-2/7/2006
67<i>Does Greenblatt's method make allowances for different industries wStewart Whitman-2/7/2006
66The answer, to put simply, is no. The "Little Book" offers a simplistiDave-2/7/2006
65Question to All; Does Greenblatt's method make allowances for different induDavid Bogdanoff-2/7/2006
64Hi Stewart, I haven't handled the issue with negative denominator in ROC caShane M-2/6/2006
63I remember having that list once. Did you set 'net working capital' to Stewart Whitman-2/6/2006
62Based on the calcs I have I ran a list for Large Caps over 5 Billion in mkt cap.Shane M-2/6/2006
61I think that "Net Fixed Assets" generally includes things like long teStewart Whitman-2/6/2006
60Hi all, just read the book. I posted on the Buffetology thread before I realizShane M-2/6/2006
59I suppose if that's what Greenblatt does, it's his way of removing any &bruwin-2/2/2006
58I understand what you're saying, except that Greenblatt also defines 'neStewart Whitman-2/1/2006
57Fair enough. I took it as the combination of BOTH net working cap. + net fixed abruwin-2/1/2006
56<i>I wonder why Capital Employed would be regarded as "Zero" jusStewart Whitman-2/1/2006
55I wonder why Capital Employed would be regarded as "Zero" just becausebruwin-2/1/2006
54I though these notes provide a very useful summary of the method and additional Stewart Whitman-2/1/2006
53Thanks for the infocirclecima-2/1/2006
52From a recent PR: About Scion Capital Based in Cupertino, California, Scion Casjemmeri-1/31/2006
51OT: circlecima, yes, I didn't get it quite right. -------- Young Doctor BPaul Senior-1/31/2006
50Asked who his favorite fund managers were, he mentioned Greenlicht and Burry, becirclecima-1/31/2006
49IMO, the below is a cogent answer to just about every question that has been raiMark Marcellus-1/31/2006
48On page 107 Greenblatt said the following, "How can owning just 5 to 8 stocbruwin-1/30/2006
47Well, from what I saw in those days, an Amortization period of 40 years didn'bruwin-1/30/2006
46I think a large portion of tech co.'s mergers used pooling-of-interest accouStewart Whitman-1/30/2006
45My comments. 1. I'm still waiting for my library to get the book. 2. TimPaul Senior-1/30/2006
44I’d like to also suggest that many Software and other IT companies in the 90’s cbruwin-1/30/2006
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