basket 0 items @ £0
View Basket

Book review: Deep Value Investing (2nd edition) by Jeroen Bos

Cover of  by Jeroen Bos

... The newly published second editionis much more than a refresher; it has 6 additional case studies and walks us through what happened to the old ones in the past 5 years. The case studies are still organised in 3 groups: deep value successes, deep value failures, and deep value shares of tomorrow (Enteq Upstream, Hargreaves Services, Lamprell, Hydrogen Group, Record). The latter group can be found in the author’s fund.

... While reading the book it becomes obvious why deep value investing works over time – it’s simple but not easy! There are inevitably big failures (4 case studies); you need loads of patience and perseverance. Also, some of the net-nets are very thinly trade and not always available through a generalist broker. Quality Investing is so much more comfortable…

... Conclusion: there is a lot of value in Deep Value Investing, especially today after a period of underperformance. If you cannot implement the strategy yourself, delegate to a capable manager.

View article on source website

Enter your email address to receive your free ebook

By requesting this free eBook, you agree to let us email you
about future Harriman House offers. We will not sell your details
to a third party and you can un-subscribe at any time.
A valid email address is required to receive your download link.