So that is the thinking behind my style of deep value investing: swimming against the earnings obsessives to pluck out liquid-asset-rich companies with nimble service-focused business models. Then buying them when no one else will, and selling them when everyone else wants them. –Jeroen Bos
Deep Value Investing – Jeroen Bos A great series of case studies of balance-sheet investing
Deep_Value_Investing_Appendix The financials to supplement the book of cases above.
valuewalk-article1_1 His deep value approach has severely LAGGED the small-cap index AS YOU WOULD EXPECT in the latter stages of a bull market.
At a minimum you will learn more about how to analyze balance sheets.