Subject: Re: Valuation
I think you’ll get as many opinions as there are contributors.

Your approach of trying to learn before jumping in is a good start.

Were it me, at a minimum I would start by:

- filtering Shrewd’m since its inception for everything posted by mungofitch (principally found on the Berkshire & Mechanical Investing boards), and read them carefully. That should take a few days.

- reading The Intelligent Investor by Benjamin Graham - specifically the newly published (October 2024) 75th Anniversary edition with updated commentary by Jason Zweig. (Amazon, $30). That will take another week or so.

That puts you to mid-December for a good basis on how to think about all of this.

- sutton