Applied Value Investing by Joseph Calandro, Jr.
Good value investment primer with respect to walking through company valuations (Sears, GEICO, Gen Re) using earnings valuation, net asset valuation, and earnings growth valuation. Calandro also covers Super Cat insurance valuation, however he oddly doesn't use those insights to inform his company valuations.
(ROE / WACC) = earnings growth multiple
simple perpetuity for earnings valuation (tsk, tsk)