A Conversation between Joel Greenblatt and Howard Marks
A great quote from Greenblatt during the conversation, which reminded me of the Kelly Criterion: "My largest positions are not the ones I think I'm going to make the most money from. My largest positions are the ones I don't think I'm going to lose money in."
- Links
A Dozen Things Learned from Joel Greenblatt about Value Investing (LINK) Related books: The Little Book That Still Beats the Market and You Can Be a Stock Market Genius Related video: Joel Greenblatt on WealthTrackMacau High Rollers Leaving For Philippines...
- Joel Greenblatt Profiled In Barron's
Link to: Writing a Bigger Book In 2009, at the behest of investors, their Gotham Asset Management firm put out the welcome mat again, this time with a far more diversified approach. The current strategy is, on the surface, pretty simple. Buy more...
- Excerpt From The Most Important Thing Illuminated - By Howard Marks
Contrarianism By Howard Marks, Author of The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor Accepting the broad concept of contrarianism is one thing; putting it into practice is another. On one hand, we never know how...
- The Most Important Thing Illuminated
This looks pretty interesting:Forthcoming! The Most Important Thing Illuminated (digital edition) will be available at Amazon, iTunes, and wherever e-books are sold! ...Now, Columbia Business School Publishing is proud to announce an innovative digital...
- Graham And Doddsville Newsletter - Summer/fall 2008
Columbia Business School's Graham and Doddsville Newsletter Featuring Mohnish Pabrai, Joel Greenblatt, Bruce Greenwald, Warren Buffett, Bill Ackman-....................-Related Books: -The Dhandho Investor-You Can Be a Stock Market Genius-The Little...