Book: Distress Investing Author: Marty Whitman & Fernando Diz Key takeaways: Authors state that the book is about buy-and-hold investing in distressing securities … More
Category: Book Summaries
Lecture Summary: Lost Tree Club speech by Stanley Druckenmiller
This is my summary of the speech by Stanley Druckenmiller (see speech) Key takeaways: People focus on earnings, but it … More
Book Summary: Active Value Investing
Book: Active Value Investing – How to Make Money in Range-bound Markets. Author: Vitaliy Katsenelson Key takeaways: Range-bound markets are the bear-markets of … More
Book Summary: Modern Security Analysis / Aggressive Conservative Investor
Books: Modern Security Analysis / Aggressive Conservative Investor Author: Marty Whitman, Fernando Diz Key takeaways: (a) A company should be analyzed for … More
Book Summary: Creative Cash Flow Reporting
Book: Creative Cash Flow Reporting Author: Charles Mulford and Eugene Comiskey Key takeaways: This is probably my last (for foreseeable future) read … More
Book Summary: Financial Statement Analysis
Book: Financial Statement Analysis Author: Marty Fridson, Fernando Alaverez Key takeaways: This is a good book which one should read if one is … More
Book Summary: Security Analysis and Business Valuation on Wall Street
Book: Security Analysis and Business Valuation on Wall Street Author: Jeffery Hooke Key Takeaway: This is a great book for an overview … More
Book Summary: Business Fairy Tales
Book: Business Fairy Tales Author: Cecil Jackson Key takeaways: It’s a decent book overall, though I will concede that I have read a … More
Book Summary: Bull!
Book: Bull! Author: Maggie Mahar Key takeaways: This is one of the few books recommended by Warren Buffett, which is why I picked … More
Book Summary: Red Capitalism
Book: Red Capitalism – the fragile financial foundation of China’s extraordinary rise Author: Carl E. Walter and Fraser J.T. Howie … More