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Index
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
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