One of the best books ever written on value investing is Bruce Greenwald’s Value Investing: From Graham to Buffett and Beyond. So starting this week we’re going focus on one chapter from the book. This week we’ll take a look at the chapter on value investing legend Glenn Greenberg. Here are … Read More
Bruce Greenwald: Old School Value Investors Who Do Not Evolve Will Disappear
Here’s a great interview with Bruce Greenwald on the Value Investing With Legends Podcast. During the interview Greenwald explains why old school value investors, who do not evolve, will disappear. Here’s an excerpt from the interview: (36:01) Those three areas are what investment managers do. What portfolio managers do is … Read More
Bruce Greenwald: Look For Stocks That Are Temporarily Diseased
During his recent interview on the Value Investing With Legends Podcast, Bruce Greenwald provided some great insights into the importance of being on the right side of the trade and looking for stocks that are temporarily diseased saying: You always want to think about, why is what I’m doing going … Read More
Bruce Greenwald: The 3 Attributes That Make a Truly Great Investor
We’ve just been reading through the Winter 2009 issue of the Graham and Doddsville Newsletter which includes a great passage by Bruce Greenwald on the three attributes that make a truly great investor saying: Bruce Greenwald: There are three things that Buffett is good at—and if anyone is good at … Read More
Bruce Greenwald: How Smart Investors Can Take Advantage Of Overconfident Investors – Which Is Most Of Us!
We’ve just been watching Bruce Greenwald’s 2014 presentation at the International Post Keynesian Conference in which he illustrates how smart investors can take advantage of overconfident investors, which is most of us, saying: Human beings are constituted and cannot stop themselves from believing they know what they know with a … Read More
Bruce Greenwald: “You Are Who You Are. That’s Why I’m Not Really A Professional Investor!”
We’ve just been reading through the latest issue of the Graham & Doddsville newsletter featuring a great interview with Mark Cooper and Bruce Greenwald. Mark Cooper is a co-portfolio manager of the International Small Cap Value strategy at First Eagle Investment Management. He’s also one of Greenwald’s former students and current collaborators. During the interview, … Read More
Bruce Greenwald: How To Significantly Improve Your Value Investing Strategy
Last year Bruce Greenwald did a great interview with Leslie Norton at Barron’s in which he discussed his ‘spin’ on value investing and how it can significantly improve your results. Here is an excerpt from that interview: Norton: Isn’t value investing about buying cheap stocks? Greenwald: There’s a Graham and … Read More
Bruce Greenwald – The Quintessential Starting Point For All Value Investors
One of our favorite finance professors here at The Acquirer’s Multiple is Bruce Greenwald. Greenwald holds the Robert Heilbrunn Professorship of Finance and Asset Management at Columbia Business School and is the academic Director of the Heilbrunn Center for Graham & Dodd Investing. Described by the New York Times as “a … Read More
Bruce Greenwald: You Will Do Much Better Investing In Ugly Diseased Stocks Than Glamorous Stocks
One of our favorite finance professors here at The Acquirer’s Multiple is Bruce Greenwald. Greenwald holds the Robert Heilbrunn Professorship of Finance and Asset Management at Columbia Business School and is the academic Director of the Heilbrunn Center for Graham & Dodd Investing. Described by the New York Times as … Read More
Start with the balance sheet, and ignore DCF – Bruce Greenwald
(Image Credit, www.lifeposts.com) I’m always interested in reading and listening to anything by Bruce Greenwald. Bruce Greenwald is a professor at Columbia University’s Graduate School of Business and Director of Research at First Eagle Funds. He’s also the author of the books Value Investing: from Graham to Buffett and Beyond and … Read More