This page will contain sources of information such as websites, podcasts, papers that I have found useful and I hope you will do!
'Seven Sins of Fund Managers' by James Montier
'Searching for rational investors in a perfect storm' by Louis Lowenstein. The performance of 10 value focused funds is compared to the S&P500 during the dot.com boom and subsequent collapse (1999-2003).
'The High Dividend Yield Return Advantage: An Examination of Empirical Data Associating Investment in High Dividend Yield Securities with Attractive Returns Over Long Measurement Periods' by Tweedy Browne Fund (not sure when written but no data after 2006).
“What has Worked in Investing: Studies of Investment Approaches and Characteristics Associated with Exceptional Returns” (1992) by Tweedy Browne. A booklet that describes 44 investment stratgies.
Timleless reading section on Valuewalk.com. Lots of information here relating to value investing.
Dissertation on applying Grennblatts 'Magic formula' investing to the Swedish stock market.
'The Paradox of Low-Risk Stocks' by Kent Hargis & Chris Marx of AllianceBernstein.
'Value vs Glamour: A Global perspective' by The Brandes Institutes. Stocks from the US and rest of the world were split into deciles based upong their P/B, P/E and P/CF ratios. As always, it seems, those with the lowest values ouperfom those with the highest!
'The High Dividend Yield Return Advantage: An Examination of Empirical Data Associating Investment in High Dividend Yield Securities with Attractive Returns Over Long Measurement Periods' by Tweedy Browne Fund (not sure when written but no data after 2006).
“What has Worked in Investing: Studies of Investment Approaches and Characteristics Associated with Exceptional Returns” (1992) by Tweedy Browne. A booklet that describes 44 investment stratgies.
Timleless reading section on Valuewalk.com. Lots of information here relating to value investing.
Dissertation on applying Grennblatts 'Magic formula' investing to the Swedish stock market.
'The Paradox of Low-Risk Stocks' by Kent Hargis & Chris Marx of AllianceBernstein.
'Value vs Glamour: A Global perspective' by The Brandes Institutes. Stocks from the US and rest of the world were split into deciles based upong their P/B, P/E and P/CF ratios. As always, it seems, those with the lowest values ouperfom those with the highest!
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