@Tom Goretzka Just saw your post Tom - I haven't read his books. The key idea I've taken from Mr Whitman is the application of distressed credit analysis to common stock evaluation. (I particularly like his idea of the "fulcrum security"). My foundation is Ben Graham's Security Analysis, and my background is in accounting - so that helps a lot. Beyond that, I practice diving into individual company financial statements.
Didn't know he passed away till halfway through this lecture. RIP Mr Whitman - thanks for sharing your knowledge.
@Tom Goretzka Just saw your post Tom - I haven't read his books. The key idea I've taken from Mr Whitman is the application of distressed credit analysis to common stock evaluation. (I particularly like his idea of the "fulcrum security"). My foundation is Ben Graham's Security Analysis, and my background is in accounting - so that helps a lot. Beyond that, I practice diving into individual company financial statements.
he definitely provides better guidance for people in modern times. I think Graham will agree with him he is still alive