About me.
I am a self taught value investor from Viet Nam. I read many books and articles about value investing. Some of the books that I found most helpful are the old classic “The Intelligent Investor” of Benjamin Graham, out of print “Margin of safety” from Seth Klarman and recent classic "The most important things" written by Howard Marks. The other books and articles of Joel Greenblatt, Walter Schloss and Michael Burry also grab me. Last but not least, I love reading letters of genius Warren Buffett, especially his Partnerships shareholder letters (1956 - 1969). Currently I follow 3 main approaches when come to value investing. The first approach is NetNet, which is created by the father of value investing Ben Graham, then is continued practiced by the legendary Walter Schloss and 1960s Warren Buffett. This approach focuses on buy cheap asset instead of buy cheap growth. I especially pay attention to stocks that trade below Net Net Working Capital and have some catalysts t