The Art of Value Investing by Heins, John -- Read -- Imperial Library of Trantor

Index

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

TRADING MENTALITY DEALING WITH ADVERSITY TAKING A STAND ATTRACTING ACTIVISTS' ATTENTION

Chapter 10: Guarding Against Risk

MARGIN OF SAFETY BUILDING A POSITION CASH MANAGEMENT MIDAS TOUCH HEDGING BETS

Chapter 11: Making the Sale

WHY TO SELL SELLING BY THE NUMBERS GETTING THE TIMING RIGHT SALE PROCESS

Part Four: Of Sound Mind

Chapter 12: Of Sound Mind

COMPETITIVE SPIRIT INDEPENDENT THOUGHT PERPETUAL STUDENT TO ERR IS HUMAN BE EVER SO HUMBLE

The Final Word About the Authors Index