"All intelligent investing is value investing - acquiring more than you are paying for. You must value the business in order to value the stock." - Charles T. Munger. Subscribing to a diverse set of philosophies originating from Benjamin Graham and Philip Fisher to modernized concepts of Behavioral Finance, Value/Special Situations Investing and Active Selective Contrarian Index/Portfolio Investing.
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Li Lu's 2010 Spring Lecture at Columbia
I understand this is old but it is always good to be refreshed of old ideas. Similar to how Warren Buffett reverts back to Graham and Dodd's Security Analysis
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