Updates

  1. Person pages list letters, writing, profiles and links as sortable tables with filters, and show each person's companies as links; Fund letters show each letter's description in its own column.
  2. Experts show a checked job title and a short description of each person; 30 more people have photographs.
  3. Every company, fund, university and publication the experts work for has a page listing the people there.
  4. Fund letters show each letter's thesis and filter by it; 225 person pages list the essays, columns and newsletter issues the person wrote.
  5. Person pages list every essay and newsletter issue a person wrote, and their own books as a table in List view.
  6. Recommends shows the five largest kinds of book and the rest under More; browse pictures load sooner.
  7. Podcasts and talks link the original episode, filter by Audio and video or Press, and list each publisher once.
  8. Pages are wider, Recommends has List and Grid, and a filter clicked again turns off.
  9. Book cards sit in a ruled grid with Open Library and Goodreads links and each book's one-line note.
  10. Funds is now Investors; each investor's styles are buttons that filter the table.
  11. Podcasts and talks on a person's page filter by year and publisher and show as a list or a grid of pictures.
  12. Quotes show only people's own words: 472 summaries written by list sites are gone.
  13. Country pages open from Browse again, and every link on the shelf lands on a page.
  14. Subject and person pages show their sections as tabs, and each book appears once on a person's page.
  15. Book cards show the quote, who said it and the source; grids show five cards to a row.
  16. On a phone, a menu holds the sections, search, Updates, Feedback and dark mode.
  17. Feedback takes a screenshot of the page with no browser prompt, opens a screenshot full size when you click it, and clears itself once sent.
  18. Book cards are centred, search names the topic each book sits in, and any text cut short shows whole on hover.
  19. Search groups its results by kind: people, companies, geographies, subjects, topics, books, funds, fund letters and papers.
  20. The Books table lists who recommended each book by name, and the browser tab names the section you are in.
  21. Feedback can take a screenshot of the page, or one you paste or choose, and opens in the corner beside Updates.
  22. Each rail button reopens its section where you left it, and Browse, Table and People show on every book and subject page.
  23. Filters grey out choices that hold nothing instead of hiding them, and Books › People filters by authors or recommenders.
  24. Feedback takes a subject line and up to three screenshots.
  25. Biographies are grouped by the person they are about: 41 new pages, from Abraham Lincoln to Lee Kuan Yew.
  26. Sport splits into 23 sports, and Religion into one topic per faith.
  27. Book lists show as cards: the cover, one recommendation quote and every recommender by name.
  28. Seventeen subjects that had two or three pages under different names now have one page each.
  29. Every page lists its Experts as authors and recommenders, with a link to them on the Experts tab.
  30. Economics, Financial history, Financial panics and Accounting are subjects of their own, with one page per financial crisis.
  31. Book, person and subject pages open inside the app, so the tabs stay in view.
  32. 996 more book covers, and photographs or logos for 227 more people and companies.
  33. Books › Browse shows every subject as cards, and the rail holds Fund letters, Papers, Experts, Books and Funds.
  34. Every topic over 150 books splits into narrower topics, each with a page of its own.

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The New Contrarian Investment Strategy

The New Contrarian Investment Strategy

David Dreman
T2 no Open Library recordgoodreads

About David Dreman

Founder and chairman of Dreman Value Management and a long-running Forbes columnist.

Contrarian Investment Strategies documents the long-run return advantage of low price-to-earnings, price-to-book and price-to-cash-flow stocks across decades of data, and attributes it to systematic forecasting errors by analysts rather than to hidden risk. The work supplies both the evidence base for contrarian portfolios and the operating rules they need, including sell discipline and position limits.

Dreman Value Management, Forbes

David Dreman’s page →Dreman Value Management →Forbes →

Who recommended it 1

Joel Greenblattreported

Similar books 6

Chosen by shared topics, the entries that hold them, and the people who recommended both.

Contrarian Investment StrategiesContrarian Investment Strategies
T2 Contrarian Investment Strategies
David Dreman · 1999
Open LibraryGoodreads

Data showing that low-expectation stocks beat popular ones over the long run.

“all these people really were helpful in forming and getting me involved in investing” — Joel Greenblatt

Source: Masters in Business transcript: Joel Greenblatt (2018)

Recommended by: Joel Greenblatt, Mohnish Pabrai and 1 other

Beating the StreetBeating the Street
T3 Beating the Street
Peter Lynch, John Rothchild · 1993
Open LibraryGoodreads

Lynch's stock-by-stock walkthrough of how he picked them.

“Peter Lynch's books have some great insights [and] would be great for anyone to read.” — Julian Robertson

Source: Robertson on Peter Lynch's books

Recommended by: Julian Robertson, Mohnish Pabrai and 3 others

Common Stocks and Uncommon ProfitsCommon Stocks and Uncommon Profits
T1 Common Stocks and Uncommon Profits
Philip Fisher · 1958
Open LibraryGoodreads

Buy a few outstanding growth companies, research them by scuttlebutt, and hold.

“The late Philip Fisher wrote several books that are very good [including] Common Stocks and Uncommon Profits.” — Arnold Van Den Berg

Source: Van Den Berg on Fisher's books

Recommended by: Arnold Van Den Berg, Bill Stewart and 10 others

Margin of Safety: Risk-Averse Value InvestinMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor
T2 Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor
Seth Klarman · 1991
Open LibraryGoodreads

Avoid permanent loss: buy well below value and aim for absolute returns.

“Seth Klarman's 'Margin of Safety' is a good book about risk.” — Arnold Van Den Berg

Source: Van Den Berg on Margin of Safety as a book about risk

Recommended by: Arnold Van Den Berg, Frank Martin, Guy Spier and 6 others

MoneyballMoneyball
T1 Moneyball
Michael Lewis · 2003
Open LibraryGoodreads

How the Oakland A's won on a small payroll by buying players the market undervalued.

“understanding how to buy undervalued players is very similar to buying undervalued stocks and so that's a really helpful book” — Joel Greenblatt

Source: Masters in Business transcript: Joel Greenblatt (2018)

Recommended by: Joel Greenblatt, Mohnish Pabrai, Ev Williams and 2 others

One Up on Wall StreetOne Up on Wall Street
T3 One Up on Wall Street
Peter Lynch, John Rothchild · 1989
Open LibraryGoodreads

The amateur's edge argument from the Magellan record.

“One book that probably made the biggest impact on my career in those early formidable years back in the day was Peter Lynch's 'One Up on Wall Street.'” — David Rolfe

Source: Rolfe on the book that most shaped his early career

Recommended by: David Rolfe, Francisco Garcia Parames and 9 others

Where it sits in the reference 1

David Dreman
Investors