Table of Contents

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

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), which in March 2012 became the CH Deep Value Investments Fund. He lives in Sussex, is married and has three sons.