Peter Cundill: Discount To Liquidation Value via Jason Boole, Boole Microcap Fund
Theres Always Something to Do: The Peter Cundill Investment Approach
This weekend I read a fascinating book, Theres Always Something to Do: The Peter Cundill Investment Approach, by Christopher Risso-Gill.
Peter Cundill was one of the best value investors in the world. He followed a contrarian value (deep value) strategy based entirely on buying companies below their liquidation values. We do liquidation analysis and liquidation analysis only. This approach was inspired by several approaches proposed by Benjamin Graham, the father of value investing.
Here is a brief summary of the book.
Getting To First Base
One of Pe…
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