Reasons to Pass: A Guide to Making Fewer and Better Investments 9780231207089, 9780231556804, 0231207085
Confidence and conviction are the keys to success in asset management. Analysts projecting these traits become more like
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English Pages 320 [317]
Table of contents :
Table of Contents
Part I. Principles and More
Introduction
1. Reasons to Pass: Investment Principles
2. Main Street Versus Wall Street: A Rigged Market?
3. Fundamental Analysis in the Digital Age
4. Indexing: A Viable Option
Part II. Reasons to Pass
Introduction
5. Minimum Market Capitalization
6. Financial Leverage: The Ultimate Killer
7. High–Fixed Cost Businesses
8. Accounting
9. Regulatory Uncertainty
10. Corporate Governance
11. Asset Liability Mismatch
12. Deep Cyclical Companies Near Cycle Peak
13. High-Cost Commodity Businesses
14. Cash Flow and Earnings Disconnect
15. Structurally Declining Businesses
16. Obsolescence Risk
17. Valuation: A Critical Protector of Capital and Returns
18. Lollapalooza Effect
Part III. Reasons to Buy
Introduction
19. Screening
20. Growth Stocks
21. Core Characteristics of Successful Investors
22. Viable, and Buyable, Investment Opportunities
23. Selling Discipline
Conclusion
Index
Table of Contents
Part I. Principles and More
Introduction
1. Reasons to Pass: Investment Principles
2. Main Street Versus Wall Street: A Rigged Market?
3. Fundamental Analysis in the Digital Age
4. Indexing: A Viable Option
Part II. Reasons to Pass
Introduction
5. Minimum Market Capitalization
6. Financial Leverage: The Ultimate Killer
7. High–Fixed Cost Businesses
8. Accounting
9. Regulatory Uncertainty
10. Corporate Governance
11. Asset Liability Mismatch
12. Deep Cyclical Companies Near Cycle Peak
13. High-Cost Commodity Businesses
14. Cash Flow and Earnings Disconnect
15. Structurally Declining Businesses
16. Obsolescence Risk
17. Valuation: A Critical Protector of Capital and Returns
18. Lollapalooza Effect
Part III. Reasons to Buy
Introduction
19. Screening
20. Growth Stocks
21. Core Characteristics of Successful Investors
22. Viable, and Buyable, Investment Opportunities
23. Selling Discipline
Conclusion
Index
- Author / Uploaded
- Ralph Birchmeier
