Ken Faulkenberry of the Arbor Investment Planner has a review and summary of Deep Value on his Arbor Asset Allocation Model Portfolio (AAAMP) blog:
I must admit I was underwhelmed with my initial viewing of the book. Maybe it was because I thought the price was high given the size of the book. Maybe it was because I had such high expectations that my first thumb through just didn’t hit the right buttons; I don’t know.
What I do know is my first impressions were absolutely wrong. Tobias Carlisle totally lived up to his reputation as a great writer (you will find his blog at Greenbackd ). Carlisle may be a quantitative investor but the descriptions of his writing are qualitative (interesting, informative, educational, scholarly, revealing, etc).
The title of the book could have been: “Why Everyone Should Be a Value Investor”. I’m certainly not saying that would have been a better title for the book. My point is that Deep Value makes the case, chapter by chapter, that deep value investing works.
Who should read Deep Value?: Anyone who believes they are a value investor, might want be a value investor, or is a value investing skeptic. After reading, you will understand why you are a value investor AND you will be a better value investor. It’s worth every penny.
Read the rest of Ken’s review here: Deep Value by Tobias Carlisle – Review & Summary.
Buy Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations (hardcover or Kindle, 240 pages, Wiley Finance) from Wiley Finance, Amazon, or Barnes and Noble.
Here’s your book for the fall if you’re on global Wall Street. Tobias Carlisle has hit a home run deep over left field. It’s an incredibly smart, dense, 213 pages on how to not lose money in the market. It’s your Autumn smart read. –Tom Keene, Bloomberg’s Editor-At-Large, Bloomberg Surveillance, September 9, 2014.