“[An] informative book . . . . Written in lively prose.”(Barron’s)
John Del Vecchio is the cofounder and co-manager of The Active Bear ETF, a fund dedicated to shorting individual stocks with fundamental red flags. Previously, he managed a hedge fund for Ranger Alternative Management, L.P. In addition, he worked for well-known short seller David Tice and famed forensic accountant Dr. Howard Schilit. Del Vecchio coadvises the Motley Fool Alpha long-short newsletter.
Tom Jacobs, Portfolio Manager of Motley Fool Special Ops, applies this book’s earnings quality tests to his value and special situations long side to form a long-short portfolio. He is managing partner of holding company Complete Growth Investor, LLC, principal of The Marfa Group, Inc., and a real estate investor.
This is an ambitious book. It tries to draw together financial statement analysis, value investing, short-selling, technical analysis, market timing, and portfolio management into... Read morePublished 3 months ago by David Merkel
I enjoyed the book and invest in their funds. I would have like to learn about their methodology and selection process a little more.Published 4 months ago by Rich
I wish I could return it - very rudimentary, no where near the league of other earnings quality books (e.g. quality of earnings, art of short selling). Read morePublished 4 months ago by C. Zhang
Summary from my full length review - An excellence book written by 2 authors in completely different discipline giving the readers a chance to put some common sense on investing... Read morePublished 5 months ago by Lawrence Chan
When a friend suggested I read “What’s Behind the Numbers” I quietly made a point to avoid it all costs. Read morePublished 6 months ago by amazon customer
Well, what to say about this...
The book is based on assuming the EMH is false. Nothing really wrong with that, it is a very debatable topic. Read more
This book offers an excellent guide to understanding the nuances of investing. Its in depth strategies based partly on past performances of well known companies gives readers a... Read morePublished 15 months ago by Bruce C Wilfahrt
What's Behind the Numbers is a book that's long overdue and fully deserving of its place amongst the authoritative canon on all things intelligent investing. Read morePublished 17 months ago by Ryan O'Connor
Lots of good information to absorb. It will take several readings to get a good understanding of what is being said. Read morePublished 18 months ago by Terry