Applied Value Investing · the Practical Application of Benjamin Graham and Warren Buffett's Valuation Principles to Acquisitions, Catastrophe Pricing and ... Execution (McGraw-Hill Finance & Investing) by Calandro-Jr., Joseph -- Read -- Imperial Library of Trantor

Index

Preface Acknowledgments Chapter | 1 The Basics and Base-Case Value

Introduction Base-Case Valuation Conclusion

Chapter | 2 Base-Case Value and the Sears Acquisition

Introduction The Rise and Fall of Sears Valuing Sears Postacquisition Performance

Chapter | 3 Franchise Value and the GEICO Acquisition

Introduction GEICO Valuing GEICO Postacquisition Performance Appendix: Estimating GEICO’s Discount Rate

Chapter | 4 The Gen Re Acquisition and Franchise Risk

Introduction Gen Re and the Business of Reinsurance Valuing Gen Re Postacquisition Performance Conclusion Appendix: Assessing the Risk of M&A

Chapter | 5 Macroanalysis, Opportunity Screening, and Value Investing

Introduction Business/Boom-Bust Cycles The Eight Stages of a Business Cycle Recovery The “New Economy” Business Cycle New Economy Recovery Post New Economy Business Cycle Activity Conclusion Appendix 1 –Warren Buffett and Efficient Market Theory Appendix 2 –A Practical, Reflexive Fundamental Proxy Appendix 3 –Enron

Chapter | 6 A Graham and Dodd–Based Approach to Catastrophe Valuation

Introduction Background Valuation Postmortem and Guidelines Conclusion and a Word on Catastrophe Bonds

Chapter | 7 Financial Strategy and Making Value Happen

Introduction Strategy Formulation Resource Allocation Performance Management Risk Financial Strategy Conclusion

Conclusion

Introduction Screening Initial Valuation NAV Adjustments EPV Assumptions Franchise Validation Growth Valuation Final Valuation Conclusion Resources Endnotes Index

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