Jeroen Bos's "Deep Value Investing" is a guide to a specific value investing strategy focused on identifying undervalued companies with strong balance sheets. The book emphasizes analyzing assets rather than earnings forecasts, prioritizing companies with high levels of liquid assets. Bos details his approach through numerous case studies, illustrating both successful and unsuccessful investments, highlighting the importance of patience and discipline in this long-term strategy. The text emphasizes identifying "net-net" investments where current assets exceed liabilities, offering a substantial margin of safety. A foreword by Michael van Biema supports Bos's contrarian approach, contrasting it with traditional risk-return models.
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