Michael J. Mauboussin (Inc Legg Mason), Alfred Rappaport

Expectations Investing

Reading Stock Prices for Better Returns, Revised and Updated

• Gebundenes Buch

Produktbeschreibung

Most investment books try to assess the attractiveness of a stock price by estimating the value of the company. Expectations Investing provides a powerful and insightful alternative to identifying gaps between price and value.

Produktdetails

• Heilbrunn Center for Graham & Dodd Investing Series
• Verlag: Columbia University Press
• Revised and Updated edition
• Seitenzahl: 272
• Erscheinungstermin: 5. Oktober 2021
• Englisch
• Abmessung: 233mm x 158mm x 26mm
• Gewicht: 526g
• ISBN-13: 9780231203043
• ISBN-10: 0231203047
• Artikelnr.: 61855699

Autorenporträt

Michael J. Mauboussin and Alfred Rappaport

Inhaltsangabe

Foreword
Preface
Acknowledgments
1. The Case for Expectations Investing
Part I. Gathering the Tools
2. How the Market Values Stocks
3. The Expectations Infrastructure
4. Analyzing Competitive Strategy
Part II. Implementing the Process
5. How to Estimate Price-Implied Expectations
6. Identifying Expectations Opportunities
7. Buy, Sell, or Hold?
8. Beyond Discounted Cash Flow
9. Across the Economic Landscape
Part III. Reading Corporate Signals and Sources of Opportunities
10. Mergers and Acquisitions
11. Share Buybacks
12. Sources of Expectations Opportunities
Notes
Index