Interesting reads 23 Sept 2013 – James Montier, Intrinsic Value

1. A Dozen Things I’ve Learned from James Montier about Investing –
Tren Griffin on investing lessons from James Montier – Though all points are great with examples, the ones interested me are about forecasting future price, focussing more on outcome than the process.

2. The Real Definition of Intrinsic Value –
An excellent article with two nice examples on buying businesses. Key points related to what and how to determine intrinsic value and how the low earnings multiple should not matter, instead buying great businesses with a premium will help in the long run
Here is the related article ‘The Luxury of Thinking Like An Owner’ –


Leave a comment

Filed under Investing

Leave a Reply

Please log in using one of these methods to post your comment: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.