Value Investing: A Disciplined Framework

by Tyler Hardt

Value A Disciplined Framework is a book for individual investors that introduces the key principles behind successful value investing strategies and explains why they lead to superior investment returns in a straight-forward easy to explain manor. The author provides a simple 4-step framework for investors that teaches how to properly take advantage of these value investing principles to generate profitable investments in publicly traded stocks. After reading this book investors should be able to quickly apply its lessons to their own investment analysis and be confident that they are making sounder investment decisions for their portfolios. The process behind the Disciplined Framework in Value Investing • how to identify high-quality companies with strong competitive moats and superior business models; • how to quickly evaluate a company's financial strength; • how to value any company using simple methods appropriate for a novice or experienced investor that does not resort to complicated financial models; and lastly, • how to properly decide the right time to buy and sell your stock investment, minimizing the potential for losses and improving your profit potential. Value A Disciplined Framework is written as an aid for the individual investor with any level of prior investment experience and can also act as an excellent reference for the professional investor. Value Investing was written by Hedge Fund Manager Tyler Hardt, CFA. Mr. Hardt is the Founder and Portfolio Manager of Pelican Bay Capital Management, LLC. He manages the firm's Concentrated Value Fund that incorporates the strategies detailed in this book. He also is the portfolio manager for the Firm’s Distressed-Equity Hedge Fund, called the Phoenix Fund. In his prior role, Mr. Hardt was an Equity Analyst on the Value Team at Artisan Partners Asset Management. He earned an MBA with Honors from the Wharton School at the University of Pennsylvania and has a bachelor’s degree in Finance from the University of Maryland.

103 pages, Kindle Edition

Published June 14, 2020