Long-term readers of Greenbackd might remember our initial struggle to apply the net net / liquidation formula described by Benjamin Graham in the 1934 Edition of Security Analysis in the context of modern accounting. Putting aside our attempt to include and tweak the discounts to PP&E (kind of like fixing the smile on the Mona [...]
Posts Tagged ‘Third Avenue Value Fund’
Marty Whitman’s adjustments to Graham’s net net formula
Posted in About, Greenbackd, Liquidation Value, Net Current Asset Value, Net Quick Stocks, Net Quick Value, Stocks, tagged Liquidating Value, Martin Whitman, Net Cash Stock, Net Current Asset Value, Net Net Stock, Net Quick Value, Third Avenue Value Fund on May 4, 2009 | 11 Comments »
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