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Deep Value Investing

Finding bargain shares with big potential

By Jeroen Bos
Cover of Deep Value Investing (Hardback) by Jeroen Bos

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Contents Listing

About the author
Foreword By Michael van Biema
Preface

Introduction: Being a Deep Value Investor
What you can get out of this book
Finding friendless companies
Teaming up with a super investor
A sweet pick

Part I. The Deep Value Philosophy

1. Deep Value Investing
A neglected method
Bargain issues: true deep value
Benjamin Graham and bargain issues

2. How Deep Value Investing Works
Just the facts
Assets not earnings
Cyclical services shares
A note on comparing stocks
Holding on for the ride
The rest of the book

Part II. Deep Value Successes

3. Spring Group
Company background
Investment case
Outcome

4. Moss Bros
Company background
Investment case
Outcome

5. ArmorGroup International
Company background
Investment case
Outcome

6. Morson Group
Company background
Investment case
Outcome

7. Harvard International
Company background
Investment case
Outcome

8. Velosi
Company background
Investment case
Outcome

9. B.P. Marsh & Partners
Company background
Investment case
Outcome

Part III. Deep Value Failures

10. RAB Capital
Company background
Investment case
Outcome

11. Abbeycrest
Company background
Investment case
Outcome

Part IV. Deep Value Shares of Tomorrow

12. Bloomsbury publishing
Company background
Investment case
Outcome

13. Barratt Developments
Company background
Non-investment case
The waiting game
Investment case
Outcome

14. Gleeson (MJ) Group
Company background
Investment case
Outcome

15. French Connection
Company background
Investment case
Outcome
A work in progress

16. Norcon
Company background
Investment case
Outcome

17. Record
Company background
Investment case
A changing model
Outcome

Epilogue
Acknowledgements
About the author
Foreword By Michael van Biema
Preface

Introduction: Being a Deep Value Investor
What you can get out of this book
Finding friendless companies
Teaming up with a super investor
A sweet pick

Part I. The Deep Value Philosophy

1. Deep Value Investing
A neglected method
Bargain issues: true deep value
Benjamin Graham and bargain issues

2. How Deep Value Investing W ...

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Summary

Let the market come to you

Deep Value Investing by Jeroen Bos is an incredibly candid and revealing guide to the secrets of deep value investment. Written by an investor with a long and remarkable track record, it shares for the first time the ins and outs of finding high-potential undervalued stocks before anyone else.

Deep value investing means finding companies that are genuine bargains that can pay back phenomen... Read more below. Download a PDF sample of Deep Value Investing now

About the Author

Jeroen Bos

Dutch investor Jeroen Bos has lived in England since 1978. He has a diploma in Economics from Sussex University and has worked his entire career in the financial services industry, mainly in the City of London. He worked for many years at Panmure Gordon & Co, the stockbroker, and it was here that his interest in value investing developed. This process accelerated after the October 1987 stock market crash, during which time he took inspiration from The Intelligent Investor by Benjamin Graham.

At the end of 2003 Jeroen joined Church House Investment Management to manage CH Deep Value (Bahamas... Read more on Jeroen Bos

Jacket Text

Let the market come to you

Deep Value Investing by Jeroen Bos is an incredibly candid and revealing guide to the secrets of deep value investment. Written by an investor with a long and remarkable track record, it shares for the first time the ins and outs of finding high-potential undervalued stocks before anyone else.

Deep value investing means finding companies that are genuine bargains that can pay back phenomenally over the long term. They are firms so cheap that even if they were to close tomorrow their assets would pay you out at a profit. But if they can turn things around, the rewards will be many times greater ...

These were the favourite shares of Benjamin Graham, author of 'The Intelligent Investor'. Inspired by Graham's classic and with a long history of discovering these great value stocks - sometimes known as 'bargain issues' or 'netnets' - author and investor Jeroen Bos reveals:

- how to use only publicly available information to discover these shares and filter the gold from the dross

- everything he did when analysing, purchasing, monitoring and selling more than ten recent successful deep value investments

- the complete philosophy behind deep value investing, and the ins and outs of this strategy in practice

- what can go wrong and how to minimise the chances of it happening to you.

Deep value investing has a better track record than almost any other approach to the market. Even better, it doesn't require minute and technical knowledge of a company, nor is it fixated on earnings or often-unreliable future projections.

It's all about the balance sheet and patience. This makes it the perfect investing approach for those who want to see phenomenal stock market returns without wasting time or commission costs.
Let the market come to you

Deep Value Investing by Jeroen Bos is an incredibly candid and revealing guide to the secrets of deep value investment. Written by an investor with a long and remarkable track record, it shares for the first time the ins and outs of finding high-potential undervalued stocks before anyone else.

Deep value investing means finding companies that are genuine bargains that can pay back phenomenally over the long term. They are firms so cheap that even if they were to close tomorrow their assets would pay you out at a profit. But if they can turn things around, the rewards will be many times greater ...

These were the favourite shares of Benjamin Graham, author ...

Reviews

"Mr Bos has written a practical and very readable book that should appeal to those who are looking to learn more about this very particular style of investing. The examples are neatly interwoven with the lessons he has learnt over the years and the qualities required of a deep value investor."
- FT Adviser's Book of the Year 2013

"Even if you don't practice Bos's style of deep value investing in your own portfolio, it's easy to appreciate that one of the strategy's advantages is that the process is repeatable, as it relies on the most current balance sheet figures rather than earnings estimates and management forecasts. As such, the more experience you have analysing deep value opportunities, the better your investment process can become. Bos's splendid book provides the reader with a diverse set of case studies to help you achieve this end."
- Todd Wenning

"If you want to know how to make money by buying cheap companies, this book is a must."
- Philip Best, Argos Investment Managers

"Very well written, easy to understand and jargon free...the book probably will help in making you a better investor, and on that basis it is definitely worth an addition to any serious investor's library."
- Richard Gill, T1ps

"Deep Value investing is not for the faint hearted but Jeroen Bos is an expert practitioner. His book is clear, engaging and practical. It shines an expert light on this lucrative and little known investment niche. Frankly, as a fellow deep value investor looking for undiscovered bargains, I wish he hadn't done quite such a good job of it."
- Andrew Williamson, Hawkwood Capital LLP

"With the publication of Deep Value Investing, J Bos has joined a very select group made up of investors turned authors turned teachers. Deep Value investing is not your average book about value investing. No generalities here, no theories, no big words. But facts, very clear principles and how to implement them example after example. This book has not been written to entertain the reader nor to make him dream about becoming rich through using some abstruse formulae or techniques. Everything in this book is easy to understand, down to earth and replicable. But at a cost: one has to work and work hard in order to put to good use Jeroen's manual. One has to go after the raw materials of financial accounts and statements and dig underneath in order to, on rare occasions, be fortunate enough to pick the deeply undervalued investment opportunities. The Intelligent Investor by Benjamin Graham remains a reference in the field, but the required reading list for value investors is now one title longer since J Bos' Deep Value Investing publication."
- David Pastel, Chairman and CEO, Pastel and Associes, Paris

"Deep Value Investing is a well-written, hands-on book about how to extract value from investments made from a niche in the stock market. It is many years ago that Benjamin Graham came up with the thesis of buying net current asset stocks, or net-net stocks, which is to suppose that it is old fashioned and not to be done in today's transparent markets. Jeroen Bos demonstrates that this is far from the truth. By writing a book, containing many real life examples Jeroen proves that by hard detailed work coupled with discipline it is still a vital strategy to apply today. By using examples, Jeroen not only gives the reader a better understanding of how to do this kind of low risk investing but also directly shows what to look for in identifying these net-net investments."
- Ole Nielsen, Nielsen Capital Management

"Jeroen has done a wonderful job at describing the world of deep-value investing. By giving examples, the book in not an academic guide to investing based on what might happen but rather a facts based approach on what did happen. Jeroen has written it in a style that gives a roadmap for the new deep value investor as well as reminders and suggestions for the more seasoned investor. I found myself nodding at a number of the examples. All in all, a great value for anyone interested in deep value investing!"
- Tim McElvaine, McElvaine Investment Mgmt Ltd.

"I recommend it."
- Richard Beddard, Interactive Investor

"If you're "deep" into deep value strategies, or want to watch over the shoulder of a talented operator, Jeroen Bos's 'Deep Value Investing' is well worth picking up!"
- Valueprax
"Mr Bos has written a practical and very readable book that should appeal to those who are looking to learn more about this very particular style of investing. The examples are neatly interwoven with the lessons he has learnt over the years and the qualities required of a deep value investor."
- FT Adviser's Book of the Year 2013

"Even if you don't practice Bos's style of deep value investing in your own portfolio, it's easy to appreciate that one of the strategy's advantages is that the pro ...

Media Coverage

ValueWalk

Value investing is often misunderstood as just looking for stocks with a low p/e ratio, relative either to the market or a specific sector, and assuming that they will be undervalued more often than...

Read more

T1ps

A book review by Richard Gill

One of the main flaws in the current investment world is the emphasis put upon predictions of the future by brokers, analysts, economists and their ilk. As the old joke...

Read more

Strictly Financial

Today Michael is sharing his first thoughts on the recently published "Deep Value Investing: Finding bargain shares with big potential" by Jeroen Bos.

The strategy detailed by the author is not for...

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Benzinga.com

How can investors cash in on the next big stock before it flourishes?

Many thought they were headed for paradise when they piled into BlackBerry (NASDAQ: BBRY [FREE Stock Trend Analysis]), which was...

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FT Adviser

We are all taught and innately understand that in order to generate high investment returns, we probably need to take high risks.

Mr Bos asserts that successful deep value investing is not just...

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Valueprax

Although it provides a summary introduction to the theory of Benjamin Graham’s classic deep value (net-net and discount-to-book value) strategy, Bos’s “Deep Value Investing” is decidedly a...

Read more

Old School Value

If you find Ben Graham’s books The Intelligent Investor or Security Analysis boring or difficult, you might find Jeroen Bos’ Deep Value Investing: Finding Bargain Shares With Big Potential a...

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Interactive Investor

A book on Deep Value Investing demonstrates an unfashionable but profitable strategy and LPA, Porvair and Chemring report. Two of them join the Watchlist.

To recap. I examine company results to...

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The American Asociation of Individual Investors

The famous investment firm Tweedy, Browne once put together an interesting publication that brought together numerous studies conducted around the world into a survey of what investing approaches...

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Other books by this author

Cover of Deep Value Investing Appendix on Tablet by Jeroen Bos Cover of Deep Value Investing Appendix on Mobile by Jeroen Bos
Deep Value Investing Appendix
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