If you have read and liked Phil Town’s book Rule #1, you may like the investment blog “Investmestment Jungle“. The author of this blog looks at various companies from a Rule #1 perspective.
I have yet to read Town’s book, though from what I have read about it, I have a couple problems with his investment methodology: first, it is too formulaic, and second, the strategy tends to lean towards buying growth companies. The only major valuation criteria appears to be that a stock trade below its historical average P/E. Yet this can lead to buying very expensive companies, which will be a problem if they stop growing so fast and their great returns on invested capital decrease (as it the fate of almost all companies).