Book - Margin of Safety - Seth Klarman

 

30 Big Ideas from Seth Klarman’s Margin of Safety (Special Report)

Vishal Khandelwal

https://www.safalniveshak.com/30-ideas-from-seth-klarman-margin-of-safety/

Margin of Safety: Risk-averse Value Investing Strategies for the Thoughtful Investor

Seth A. Klarman

HarperBusiness, 1991 - Business & Economics - 249 pages

https://books.google.co.in/books/about/Margin_of_Safety.html?id=1QpjAAAACAAJ

India Equity Research Reports

 

Ranbaxy - 2013 - Karvy Stock Broking Report

http://bsmedia.business-standard.com/_media/bs/data/market-reports/equity-brokertips/2013-05/13681734590.74676900.pdf

Varun Beverages - Motilal Oswal May 2022

http://www.motilaloswal.com/site/rreports/637557157445360723.pdf

ICICI Direct - Varun Beverages

https://www.icicidirect.com/research/equity/varun-beverages-ltd/5261

Quantitative Security Analysis - Bulletin Board

June 14,2022

https://iknowfirst.com/momentum-stocks-based-on-big-data-returns-up-to-10-0-in-1-month

Stock Forecast Based on Machine Learning: Returns up to 73.00% in 14 Days

June 4, 2017
https://iknowfirst.com/fr-52-week-high-stocks-based-on-machine-learning-returns-up-to-73-00-in-14-days

Equity Research and Portfolio Management - Bulletin Board

July 2022

CMIE Board

https://www.cmie.com/kommon/bin/sr.php?kall=warticle&dt=20220526112409&msec=206

May 2014

Should Retiree Clients Boost Equity Exposure?
http://www.financial-planning.com/30-days-30-ways/should-retiree-clients-boost-equity-exposure-2689120-1.html

Pub 11.5.2014

Long-Term Investing - Basics and Bibliography

 

Portfolios for Long-Term Investors* 

John H Cochrane Author Notes

Review of Finance, Volume 26, Issue 1, February 2022, Pages 1–42, https://doi.org/10.1093/rof/rfab038

https://academic.oup.com/rof/article/26/1/1/6484661

January 2022

https://johnhcochrane.blogspot.com/2022/01/stock-market-fall-and-long-term.html

https://johnhcochrane.blogspot.com/2022/01/portfolios-for-long-term-investors.html

Video of the presentation of the above paper.   https://www.nber.org/lecture/ltam-2021-john-cochrane-keynote-speaker

Value Investing Now - Ben Graham - Narayana Rao - Jeffrey Towson

What Would Ben Graham Do Now?: A New Value Investing Playbook for a Global Age
Jeffrey Towson
FT Press, 21-Apr-2011 - Business & Economics - 288 pages
As originally conceived by the legendary Benjamin Graham, traditional value investing involves purchasing relatively stable stocks and companies at a percentage below their intrinsic value. But this approach contains many hidden, U.S.-centric assumptions that simply don’t work well in today’s high-growth emerging markets. In this book, leading global value investor Jeffrey Towson extends and modernizes value investing, helping you apply its core principles while you access tremendous opportunities available in today’s fastest-growing markets.

Towson introduces the powerful Value Point system that grows out of his experience on the elite investing team selected by Prince Alwaleed, the "Arabian Warren Buffett." While retaining Graham’s relentless focus on price and quality, he shows how to integrate three crucial additional forms of value into your stock assessments: the value of political access in a government-infused investment world, the value of reputation in a world of colliding markets, actors and biases, and the value of capabilities in a multi-local world.

Building on these techniques, Towson presents a complete investment playbook for the next five years. Next, he shows how to invest for the next twenty years—successfully navigating the titanic market collisions that will batter investors who aren’t prepared for them.
https://books.google.co.in/books?id=gmBNEyhTBpYC

Financial Statement Analysis Mistakes by Analysts

Even basics not followed by analysts.

http://blogs.cfainstitute.org/investor/2015/05/12/the-top-five-accounting-mistakes-analysts-make/