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Ok -- other things that I've wanted to do and will be able to do that with this project.

Take some of the concepts of Joel Greenblatt -- pre-magic formula. There is a long/slightly confusing/redundant set of notes that were taking from Mr. Greenblatt's securities course. I believe these will be very helpful in our educational travels.

A fellow TMFer here has posted them. I think its a great reference and would urge anyone interested in analysis to have a look. [One of my goals will be to re-write the notes in a more concise manner.]

http://www.rbcpa.com/Complete_note_%20on_Specia_%20Situation...

Interesting the blend between Greenblatt's later "magic formula" versus his more concentrated portfolio -- which was the basis for "You Can Be a Stock Market Genius". I believe we can use it as a source for finding ideas.


I also think the numbers and concepts will help better solidify the process of valuation/quality that was missing from the original Bore Portfolio strategy and more in line with Dale and Alex's redo of the port in 1998.


chessburger
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