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9.Investing between the line
This is a beautiful book written by L.J Rittenhouse. In this, she writes “You don’t need special access to “insider” information or a degree in accounting to figure it out. In fact, the secret is right in front of you―in black and white” by decoding how the CEO of the company communicate publicly through shareholder letter, annual report, and corporate correspondence.
The book is well worth reading by those who are looking for clues to future company (and stock price) performance. It reveals a beautiful method of linguistic analysis of CEO letters to shareholders using five C’s of credit analysis.