“In every analysis you need to isolate what the real assets are and you must not forget to examine the franchise to do business, to review the character and competence of the management and to estimate the outcome if the whole business had to be turned into cash.” IfsNeedsRealWholeCharacterForgetManagementAnalysisOutcomesAssetsReviewsCashCompetence Author:Peter Cundill
“I try to keep in mind Oscar Wilde's comment that "saints always have a past and sinners always have a future," so no investment should be ruled out simply on the basis of past history. We focus on liquidation analysis and liquidation analysis alone.” ShouldTryingMindPastFocusBasesInvestmentSaintAnalysisSinnerCommentOscarsWilde Author:Peter Cundill
