Contents
WHAT IS AN INVESTMENT PHILOSOPHY?
WHY DO YOU NEED AN INVESTMENT PHILOSOPHY?
CATEGORIZING INVESTMENT PHILOSOPHIES
DEVELOPING AN INVESTMENT PHILOSOPHY
Chapter 2: Upside, Downside: Understanding Risk
EQUITY RISK: THEORY-BASED MODELS
ASSESSING CONVENTIONAL RISK AND RETURN MODELS
EQUITY RISK: ALTERNATIVE MEASURES
EQUITY RISK: ASSESSING THE FIELD
Chapter 3: Numbers Don’t Lie—Or Do They?
THE BASIC ACCOUNTING STATEMENTS
ASSET MEASUREMENT AND VALUATION
MEASURING EARNINGS AND PROFITABILITY
DIFFERENCES IN ACCOUNTING STANDARDS AND PRACTICES
Chapter 4: Show Me the Money: The Basics of Valuation
VALUING AN ASSET WITH CONTINGENT CASH FLOWS (OPTIONS)
Chapter 5: Many a Slip: Trading, Execution, and Taxes
THE COMPONENTS OF TRADING COSTS: TRADED FINANCIAL ASSETS
TRADING COSTS WITH NONTRADED ASSETS
Chapter 6: Too Good to Be True? Testing Investment Strategies
WHY DOES MARKET EFFICIENCY MATTER?
EFFICIENT MARKETS: DEFINITION AND IMPLICATIONS
BEHAVIORAL FINANCE: THE CHALLENGE TO EFFICIENT MARKETS
A SKEPTIC’S GUIDE TO INVESTMENT STRATEGIES
Chapter 7: Smoke and Mirrors? Price Patterns, Volume Charts, and Technical Analysis
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