📈 Investing & Wealth Building
The Little Book That Beats the Market
Joel Greenblatt
Applica Finance · Book Notes
📈 Investing & Wealth Building

The Little Book That Beats the Market

by Joel Greenblatt

📅 2005 📈 Investing & Wealth Building 📖 176 pages ⏱ 5.0h read

A simple 'magic formula' for buying good companies at cheap prices.

Read the summary ↓

Summary — what The Little Book That Beats the Market is about

Joel Greenblatt explains investing to a general audience through a 'magic formula' that ranks companies by two factors: how cheap they are (earnings yield) and how good the business is (return on capital).

The idea is to systematically buy good businesses at bargain prices and hold a diversified basket over time, letting the formula's discipline overcome emotion.

Key lessons & takeaways

  • Buy good businesses (high return on capital) that are cheap.
  • Rank stocks by quality and value together.
  • Diversify and hold a basket over time.
  • Discipline beats emotion — follow the system.
  • Strategies that work still have painful stretches.

Chapter-by-chapter / section outline

  1. 1Investing Basics — a lemonade stand analogy
  2. 2Mr. Market and Value
  3. 3Why Good Companies Matter — return on capital
  4. 4Why Cheap Matters — earnings yield
  5. 5The Magic Formula Explained
  6. 6Backtesting the Formula
  7. 7Sticking With It Through Bad Years

Who should read this book

  • Beginners who want a simple, rules-based method.
  • Investors curious about quantitative value screens.
  • Readers who want results without complex analysis.

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About these notes: This is an original educational summary written by Applica Finance to help you decide what to read and remember the core ideas. It is not a reproduction of the book. If the ideas resonate, please support the author by buying the full book.