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Sherlock Investor

IN SEARCH OF HIDDEN VALUE

Month: August 2019

Book Review – There’s Always Something to Do

AsideAugust 23, 2019August 23, 2019 sherlockinvestorLeave a comment

Peter Cundill ran the Canadian Cundill value fund from 1974 – 2010 generating annualised returns of 13%. His investment style was firmly in the Graham deep value camp but through a global lens. He invested in European and Japanese stocks before it was popular to do so as a foreigner. His investment style was especially […]

Book Review – Accounting for Growth

AsideAugust 23, 2019August 29, 2019 sherlockinvestorLeave a comment

This is a good, practical book on accounting written by Terry Smith. It focuses on the different techniques used by UK companies to exaggerate their financial position during the late 1980’s. Accounting is the language of business and while the accounting rules have changed since the 1980s, human nature has not. Company directors can still […]

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