Joel Greenblatt's notes from the 2019 Value Invest New York Conference. Joel Greenblatt serves as Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985.
Q3 2019 hedge fund letters, conferences and more
Joel Greenblatt: "The Evolution of Value Investing"
- Is value investing dead....yes, maybe, who cares...value investing is buying business for less than it is worth
- If momentum stopped work he wouldn't know why but value investing still relevant if buy for less than intrinsic value; causation is more and that is art of valuation;
- Its like valuing a house for $1mm...is it good deal? if I could...


