Produktbild: The Art of Value Investing

The Art of Value Investing How the World's Best Investors Beat the Market

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Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

29.04.2013

Verlag

John Wiley & Sons Inc

Seitenzahl

336

Maße (L/B/H)

23,5/15,7/2,3 cm

Gewicht

640 g

Auflage

1. Auflage

Sprache

Englisch

ISBN

978-0-470-47977-3

Beschreibung

Rezension

"John Heins and Whitney Tilson, co-founders of the Value Investor Insight newsletter, have done a thorough job of explaining how to look for stocks that are trading at significant discounts to what they are worth -- the concept known as the value style of investing....the authors present a clear framework for ferreting out undervalued companies."
--The New York Times
 
"[The Art of Value Investing] is packed with invaluable insights and is relevant to both the novice and the experienced investor. ...This book provides a valuable contribution to the industry literature on value investing. It is well written, well organized, and quite enjoyable. The Art of Value Investing should be read by all investors who are seriously interested in enhancing their understanding of this important field."
--CFA Institute Book Review

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

29.04.2013

Verlag

John Wiley & Sons Inc

Seitenzahl

336

Maße (L/B/H)

23,5/15,7/2,3 cm

Gewicht

640 g

Auflage

1. Auflage

Sprache

Englisch

ISBN

978-0-470-47977-3

Herstelleradresse

Libri GmbH
Europaallee 1
36244 Bad Hersfeld
DE

Email: GPSR Kontakt

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  • Produktbild: The Art of Value Investing
  • Introduction 1
     
    Chapter 1 "All Sensible Investing Is Value Investing" 5
     
    What It Means to Be a Value Investor 6
     
    Does Quality Matter? 13
     
    The Value of Growth 19
     
    The Value Mindset 25
     
    Part ONE Field of Play 33
     
    Chapter 2 Circle of Competence 35
     
    The Right Size 36
     
    Industry Preference 45
     
    Where in the World? 57
     
    Chapter 3 Deficient Market Hypothesis 65
     
    The Human Element 66
     
    It's a Matter of Time 74
     
    Chapter 4 Fertile Ground 81
     
    In Search of Uncertainty 82
     
    Special Situations 86
     
    Operating Turnarounds 93
     
    Chapter 5 Generating Ideas 99
     
    Behind the Screen 99
     
    Follow the Lead 106
     
    Reliable Sources 111
     
    Part TWO Building the Case 115
     
    Chapter 6 Cutting Through the Noise 117
     
    Second-Level Thinking 118
     
    Macro versus Micro 120
     
    Business First 127
     
    What Quality Means 131
     
    Crunching the Numbers 135
     
    What Could Go Wrong? 139
     
    From the Top 147
     
    How Important Is Management? 147
     
    Handicapping the Jockeys 149
     
    Red Flags 157
     
    Catalysts 164
     
    Getting It Done 169
     
    Organizing Principles 174
     
    Chapter 7 Getting to Yes 183
     
    Cash (Flow) Is King 184
     
    Multiple Angles 190
     
    The Informed Buyer 192
     
    Model Behavior 194
     
    Playing the Odds 199
     
    Theories of Relativity 202
     
    Pulling the Trigger 206
     
    Part Three Active Management 213
     
    Chapter 8 The Portfolio 215
     
    Concentration versus Diversification 215
     
    The Size That Fits 222
     
    Cognizance of Correlation 227
     
    Chapter 9 Playing the Hand 233
     
    Trading Mentality 233
     
    Dealing with Adversity 239
     
    Taking a Stand 248
     
    Attracting Activists' Attention 251
     
    Chapter 10 Guarding Against Risk 257
     
    Margin of Safety 258
     
    Building a Position 261
     
    Cash Management 263
     
    Midas Touch 267
     
    Hedging Bets 268
     
    To Short or Not to Short? 268
     
    Value Destroyers 271
     
    Portfolio Hedging 276
     
    Is Shorting Inherently Evil? 277
     
    Chapter 11 Making the Sale 281
     
    Why to Sell 282
     
    Selling by the Numbers 286
     
    Getting the Timing Right 290
     
    Sale Process 293
     
    Part four Of Sound Mind 297
     
    Chapter 12 Of Sound Mind 299
     
    Competitive Spirit 300
     
    Independent Thought 303
     
    Perpetual Student 306
     
    To Err Is Human 309
     
    Be Ever So Humble 312
     
    The Final Word 315
     
    About the Authors 317
     
    Index 319