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Bruce Greenwald invited Li Lu to speak to his class on value investing. The result is a 90 minute masterclass on how to be a value investor. If you haven't watched the video, do it now. If you have, it's worth re-watching. Here is ... See more

Brandon Beylo x.com

Spent 7 hours researching a true master of small cap private equity: - 586 transactions - Acquire $1 million to $10 million EBITDA companies - Average deal $12 million - 72% IRR - 7x cash on cash returns He had two rare public appearanc... See more

PrivateEquityGuy (Mikk Markus)x.com

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Michael Burry's investment strategy: https://t.co/uSXBRvq7fL

Patient Investor

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The Intelligent Investor, Rev. Ed (Collins Business Essentials)

Benjamin Graham, Jason Zweig

amazon.com

Cover of The Intelligent Investor, Rev. Ed (Collins Business Essentials)

In 2019, Li Lu of Himalaya Capital gave a presentation to a group of students titled 'The Practice of Value Investing'. It's packed with nuggets of insight and is well worth a read. 🧵 Our 7 favourite highlights from the paper: https://t.co/CPHIbwSEyr

Koyfin

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Bill Ackman Manages Over $8.7 Billion in Assets Achieved 373% accumulative return 2004-2010. A 58% return in 2019! He makes all of his Analysts read these 11 books: 📚 https://t.co/XomKpXdDVI

Value Theory

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In the early 1980s, Joel Greenblatt authored a paper on buying stocks selling below liquidation value and ran some backtests with impressive results. He named it 'How the Small Investor Can Beat the Market'. Here are the key takeaways 🧵 https://t.co/7k8pgHrw0P

Koyfin

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Identifying, Structuring, and Sizing a Value Trade

cluseau.com

Howard Marks and Joel Greenblatt discussing Value Investing for 30 minutes straight: https://t.co/sOT3aYZ8XG

Daniel x.com