Joel Greenblatt: The Intersection Of Quality And Value (Magic Formula For Stocks)
On this episode of Chit Chat Stocks, we research Joel Greenblatt and what we can learn from the investor who put up 50% annualized returns before fees for Gotham Capital. We discuss:
(02:55) Who is Joel Greenblatt?
(08:34) Gotham Capital's Performance
(11:36) Special Situations Investing
(12:34) Understanding Spin-Offs
(19:30) Mergers and Arbitrage
(23:35) Bankruptcies and Restructurings
(32:35) Recapitalizations, Options, and Leaps
(36:19) Understanding the Little Book: Quality Stocks at Cheap Prices
(41:11) Screening for Value: EV to EBIT and ROIC
(49:13) The Magic Formula: Combining…
The skinny
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