Intro
Table of Contents
Foreword: Professor Sris Chatterjee, Gabelli Chair in Global Security Analysis at Fordham University
Introduction
Appendix: Common Ground and/or Areas of Further Research
Part I: Theory
1. Value Investing and Corporate Management: Overview
2. Corporate Strategy and the "Margin of Safety"
3. Cash and Competitive Advantage
4. Corporate Management and "Security Analysis" (including an interview with Seth A. Klarman)
5. Value Creating Corporate Management: Henry E. Singleton
Appendix 5.1: Evaluating a Stock Buyback

Appendix 5.2: Managing Funding Obligations
6. Managerial "Rationality"
7. Corporate Management and "Modern Security Analysis" (including an interview with the late Martin J. Whitman)
8. Value Realization Is "The Most Important Thing"
Part II: Practice
9. Value Realization at GEICO
Appendix 9.1: Note on Estimating Growth Value
10. Value Realization at GTI Corporation
11. Value Realization at the Union Pacific
Conclusion and Information Advantage
Acknowledgments
Notes
Index