Table of Contents

Cover

Title page

Copyright page

Dedication

Disclosure

Acknowledgments

Introduction

Chapter 1 The Legends I Have Met

Wanted: The Truly Successful and the Truly Interesting

Tying the Common Threads Together—The Portrait of the Perfect Investor

Chapter 2 Follow the Money

Chapter 3 The Glass Ceiling of Performance

Puts and Calls and Corn

A Feel for Trading

Commodities as Mover and Shaker

Managing Risk

Renée Haugerud’s Big Win: The Three-Instrument Trade

Chapter 4 The Boom Goes Bust

A Fan of the Facts

The Baldwin-United Short

Short Seller Supreme

Doggedly—and Successfully—Cynical

The China Short

Chapter 5 Digging Deep, Coming Up Big

Nurturing a Tiger Cub

Apprentice to Journeyman to Master

Mapping Maverick

The Cognizant Big Win: Challenging Conventional Wisdom with Research

Chapter 6 small caps, BIG GAINS

On the Not-So-Fast Track

Reaping Value

RBA: A Classic Big Win in the Royce Style

Chapter 7 The Prophet of a Profitable Vision

Native Wolverine

Big Wins: The Enclosed Mall and the Irvine Ranch

Core Competency

Defeating Threshold Resistance

The Process

Chapter 8 The Twenty-First Century Belongs to China—and Commodities

Easy Rider Explores the World

A Father’s Gift

Bullish on China

The Commodities Connection

Chapter 9 Opportunity Is Where You Find It

No Limitations

Finding the Deal

On the Beach

The Peebles Way to a Win

Chapter 10 Finding Value in Junk

Educational Value Added: On-the-Job Training

Solo

The More You Know . . . 

Bringing the Carcass Back to Life

Conclusion: So There You Have It . . .

About the Author

Index