TheArtofValueInvesting

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 Chapter 7: Getting to Yes CASH (FLOW) IS KING MULTIPLE ANGLES THE INFORMED BUYER MODEL BEHAVIOR PLAYING THE ODDS THEORIES OF RELATIVITY PULLING THE TRIGGER Part Three: Active Management Chapter 8: The Portfolio CONCENTRATION VERSUS DIVERSIFICATION THE SIZE THAT FITS COGNIZANCE OF CORRELATION Chapter 9: Playing the Hand TRADING MENTALITY DEALING WITH ADVERSITY TAKING A STAND ATTRACTING ACTIVISTS' ATTENTION Founded in 1807, John Wiley & Sons is the oldest independent publishing company in the United States. With offices in North America, Europe, Australia and Asia, Wiley is globally committed to developing and marketing print and electronic pr......