TheArtofValueInvesting

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 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 ......