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Value investing2005

The Little Book That Beats the Market

Joel Greenblatt

Introduces the Magic Formula, a systematic value screen based on business quality and valuation.

Case studies

Case 1

When applying The Little Book That Beats the Market, choose a real decision and test whether you can estimate value instead of forecasting short-term price. Record evidence, action, and outcome to avoid hindsight rationalization.

Case 2

When applying The Little Book That Beats the Market, choose a real decision and test whether you can demand a margin of safety. Record evidence, action, and outcome to avoid hindsight rationalization.

Case 3

When applying The Little Book That Beats the Market, choose a real decision and test whether you can prioritize avoiding permanent loss. Record evidence, action, and outcome to avoid hindsight rationalization.

Case 4

When applying The Little Book That Beats the Market, choose a real decision and test whether you can wait for price and quality to align. Record evidence, action, and outcome to avoid hindsight rationalization.