Joel Greenblatt: The Little Book That Beats The Market

Anselo
2022-11-06

An extreme summarised version of the book in 10 points:

1) Most people should not attempt to invest in individual stocks.

2) 4 ways of dealing with cash on hand: put in bank, put in (nearly risk-free) government bonds, put in corporate bonds or invest in the stock market.

3) Whatever you do, as a rational investor, always invest at a rewards level higher than the risk-free rate.  If the risk-free is 5%, make sure your expected returns from investing is higher than 5% to compensate for higher risks.

4) Key idea of the book is to buy GOOD COMPANIES @ BARGAIN PRICES.

5) GOOD COMPANIES i.e. companies who has a good return on capital (ROC) = EBIT/(net working capital + net fixed asset).  The higher the ROC the better the company as it uses its capital more efficiently which implies a certain competitive advantage.

6) BARGAIN PRICES i.e. companies with high earnings yield = EBIT/ENTERPRISE VALUE

7) How many companies to buy? -> 20 to 30 TOP GOOD COMPANIES @ BARGAIN PRICES

8) Time frame: holding each of the stock for 1 year and repeat the selection in a year's time.

9) Results: Note that over the LONG RUN i.e. 5 to 10 years, the overall returns should beat the market.

10) Special note: it means that in the SHORT RUN, it is very possible to lose out in a few years following this method.  The idea is to COME OUT ON TOP AND BEAT THE MARKET ****OVER THE LONG RUN****

10)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • BerniceCarter
    2022-11-06
    BerniceCarter
    Not to invest in individual stocks? looks like hard for us to do so lol.
  • BarbaraWillard
    2022-11-06
    BarbaraWillard
    Thanks for these good idea on personal investment! very goog for me
  • Samlunch
    2022-11-06
    Samlunch
    Just stick to an etf!
  • llwoo
    2022-11-06
    llwoo
    👌🏻
  • MamaLee
    2022-11-06
    MamaLee
    K
  • RabbitNg
    2022-11-06
    RabbitNg
    Ok
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