Net-Nets and Asset Plays
Buying below liquidation or replacement value, where the balance sheet rather than the income statement carries the thesis.
9 books · 5 people behind it
Start here
- The Intelligent InvestorBenjamin Graham, 1949
- Deep ValueTobias E. Carlisle, 2014
- Margin of SafetySeth A. Klarman, 1991
The people behind it 5
Each person holds a book in this entry or names it in their own tags.
Investors 3
Academics 1
Journalists 1
Books 9
Benjamin Graham, David L. Dodd · 1934 · Net current asset value in its original formulation.
Benjamin Graham · 1949 · States the net current asset rule in its original form.
Benjamin GrahamChristopher BloomstranFrancois RochonGuy SpierHoward MarksJean-Marie EveillardJoel GreenblattMohnish PabraiPeter CundillPrem WatsaRational Capital Investment FundSeth KlarmanWalter SchlossWarren BuffettAndrew LokenauthBill AckmanCharlie MungerDavid EinhornJamie DimonJason ZweigKevin RoseLi LuMichael BurryMichael WongPeter MalloukRyan PetersonThe Barefoot InvestorThe Rational Walk
Seth A. Klarman · 1991 · Asset-based valuation and liquidation analysis as the floor under a thesis.
Martin J. Whitman, Martin Shubik · 1979 · Safe and cheap: the fullest statement of the asset-based approach.
T2 Deep Value
Tobias E. Carlisle · 2014 · Where the net-net record is measured rather than assumed.
Martin J. Whitman · 1999 · Net asset value and resource conversion as the real drivers of return.
Martin J. Whitman, Fernando Diz · 2013 · Whitman's late revision of Graham and Dodd for asset-heavy situations.
Stanley Lim, Mun Hong Cheong · 2017 · Where net-nets still exist in quantity: Japan, Hong Kong and Singapore.