The Art of Value Investing

2165 Pages·2015·2.86 MB·English

Contents
Cover
Series
Title Page
Copyright
Introduction
Chapter 1: “All
Sensible Investing Is
Value Investing”
WHAT IT
MEANS TO BE
A VALUE
INVESTOR
DOES QUALITY
MATTER?
THE VALUE OF
GROWTH
THE VALUE
MINDSET
Part One: Field of
Play
Chapter 2: Circle of
Competence
THE RIGHT
SIZE
INDUSTRY
PREFERENCE
WHERE IN THE
WORLD?
Chapter 3: Deficient
Market Hypothesis
THE HUMAN
ELEMENT
IT'S A MATTER
OF TIME
Chapter 4: Fertile
Ground
IN SEARCH OF
UNCERTAINTY
SPECIAL
SITUATIONS
OPERATING
TURNAROUNDS
Chapter 5: Generating
Ideas
BEHIND THE
SCREEN
FOLLOW THE
LEAD
RELIABLE
SOURCES
Part Two:
Building the Case
Chapter 6: Cutting
Through the Noise
SECOND-
LEVEL
THINKING
MACRO
VERSUS
MICRO
BUSINESS
FIRST
WHAT
QUALITY
MEANS
CRUNCHING
THE NUMBERS
WHAT COULD
GO WRONG?
FROM THE TOP
CATALYSTS
GETTING IT
DONE
ORGANIZING
PRINCIPLES