He is best known
as the author of the websites The
Acquirer's Multiple ® and Greenbackd, and the books Concentrated Investing: Strategies of the World's Greatest Concentrated
Value Investors (2016, Wiley Finance), Deep
Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014, Wiley Finance), and Quantitative
Value: A Practitioner's Guide to Automating Intelligent
Investment and Eliminating Behavioral Errors (2012, Wiley Finance).
As for the activist investor perspective, ideally we'll see this valuation ultimately reflected in the market if / when the company's chunky investment spending pays off — then again, we could just as easily see an acquirer (or an activist) seek to unlock that value first.
As for the activist investor perspective, ideally we'll see this valuation ultimately reflected in the market if / when the company's chunky
investment spending pays off — then again, we could just
as easily see an acquirer (or an activist) seek to unlock that value first.
as easily see an
acquirer (or an activist) seek to unlock that
value first...