Applied Value Investing


13 Pages Posted: 16 Aug 2009

See all articles by Joseph Calandro, Jr.

Joseph Calandro, Jr.

Fordham University - Gabelli Center for Global Security Analysis

Date Written: August 11, 2009


Books on Graham and Dodd-based valuation tend to be predominantly introductory in nature, and essentially present different interpretations of value investing, broadly defined. This book takes a different approach; rather than introduce a new variation on the value investing theme, it adopts the modern Graham and Dodd approach and applies it in a variety of unique and practical ways. For example, it evaluates major acquisitions undertaken by noted value investors (such as Warren Buffett and Eddie Lampert) through the lens of Graham and Dodd in formal case studies. It also presents a Graham and Dodd-based catastrophe pricing approach and applies it to an alternative investment-like case study. The book further presents a practical macro-based framework that can be used in a value investing context as an opportunity screening tool. Finally, it presents an integrated business framework that can be used to either assess or manage a franchise (or a firm operating with a sustainable competitive advantage). [Note: The downloadable document is the book’s Preface without endnotes.]

Keywords: value investing, valuation, M&A, business cycles, catastrophe pricing, business analysis

JEL Classification: G34, G39, L21, M21

Suggested Citation

Calandro, Jr., Joseph, Applied Value Investing (August 11, 2009). APPLIED VALUE INVESTING, McGraw-Hill, August 2009, Available at SSRN:

Joseph Calandro, Jr. (Contact Author)

Fordham University - Gabelli Center for Global Security Analysis ( email )

531 Hughes Hall
441 E. Fordham Rd
Bronx, NY 10458
United States


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