Linked e-resources
Details
Table of Contents
Part 1. Illusion: Opinions and beliefs ; Correlation of errors ; The dark arts ; Purveyors of the dark arts ; Victims of the dark arts
Part 2. Verity. Logic-data-doubt ; Investing as a negative art ; Shaping the investment thesis ; How to be a wise investor ; The art of looking
Part 3. Foundations: Price and value ; How to value a business ; Risk and uncertainty ; The simple math of valuation ; Yield
Stability
Strength
Part 4. Diligence: Depth analysis ; Dive for strength ; Define good business ; Watch the game ; Meet the managers
Part 5. Policy: Diversification ; Another way to portfolio ; Core holdings ; Growth ; The Buffett portfolio.
Part 2. Verity. Logic-data-doubt ; Investing as a negative art ; Shaping the investment thesis ; How to be a wise investor ; The art of looking
Part 3. Foundations: Price and value ; How to value a business ; Risk and uncertainty ; The simple math of valuation ; Yield
Stability
Strength
Part 4. Diligence: Depth analysis ; Dive for strength ; Define good business ; Watch the game ; Meet the managers
Part 5. Policy: Diversification ; Another way to portfolio ; Core holdings ; Growth ; The Buffett portfolio.