The Investor's Shelf — one person
JK
Judd Kahn
Money manager and trained historian; co-author with Bruce Greenwald of Value Investing and Competition Demystified.
Value Investing: From Graham to Buffett and Beyond rebuilds the Graham and Dodd method as three sequential estimates - asset value, earnings power value, then the value of growth inside a franchise - instead of one discounted cash flow number. Competition Demystified reduces strategy to a single testable question: whether a business holds barriers to entry in a defined local market.
4 books of their own
Books they wrote 4
Start here
- Value Investing: From Graham to Buffett and BeyondJudd Kahn, Paul D. Sonkin, Michael van Biema, 2001
- Competition Demystified: A Radically Simplified Approach to Business StrategyJudd Kahn, 2005
Judd Kahn, Paul D. Sonkin, Michael van Biema · 2001
Judd Kahn, Erin Bellissimo, Mark A. Cooper, Tano Santos · 2020 · Open Library records first publication as 2021; Wiley published it in 2020.
