-- David M Gordon / The Deipnosophist
Over the years I've felt the frustration in many of you when trying to understand the writings of David (particularly on how he finds his stocks).
Well believe it or not I've found a little gem of a book that's easy,humorous, and fast to read, written by Joel Greenblatt, a hedge fund manager who supposedly has had 40%+ returns FOR OVER TWENTY YEARS. The book is called, appropriately, "The Little Book That Beats The Market". He believes that if you find stocks that have a high return on capital (like GOOG) and buy them AT THE LOWS FOR THE YEAR (sound familiar?) you will do as well as he has. He even has a website that list stocks that meet these criteria.
Check it out.