The links below connect to lecture notes on An Investment Process. Think through how these notes can help you. I suggest glancing at them, then reading the books suggested in the first link. Once you have read the two books, come back to these notes. The second link (Gabelli) has a link in the document that will take you to a video of Greenwald’s lecture. Read, listen and then reread his lecture.
http://www.scribd.com/doc/65528340/Greenwald-VI-Process-Foundation 62 pages (1999)
http://www.scribd.com/doc/65530349/Greenwald-2005-IP-Gabelli-in-London 40 pages
http://www.scribd.com/doc/65530485/Principles-of-VI 17 pages
http://www.scribd.com/doc/65530893/Overview-of-VI 24 pages
http://www.scribd.com/doc/65531201/Valuing-Growth-Managing-Risk 35 pages
Let me know if the above is enlightening………..
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