Value Investing- Tools And Techniques For Intelligent Investment.pdf «4K»

James Montier provides the reader with two types of weapons:

– A qualitative scoring system to assess whether a company’s competitive advantage (brand, network effects, patents, cost structure) will survive the next 20 years. Companies that score below 4/10 are discarded, no matter how cheap. James Montier provides the reader with two types

– A quantitative filter for finding hidden assets: excess real estate, underfunded pension assets, or valuable subsidiaries that the market is ignoring because they’re buried in footnotes. underfunded pension assets