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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.

Checklist

Do I have a rule to estimate value instead of forecasting short-term price?

Do I have a rule to demand a margin of safety?

Do I have a rule to prioritize avoiding permanent loss?

Do I have a rule to wait for price and quality to align?

Write down what would invalidate the thesis.

Set a review date before acting.