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PART I AN INTRODUCTION TO VALUE INVESTING
1. Value Investing : Definitions, Distinctions, Results, Risks, and Principles 2. Searching for Value : Fish Where the Fish Are PART II THREE SOURCES OF VALUE 3. Valuation in Principle, Valuation in Practice 4. Valuating the Assets : From Book Value to Reproduction Costs 5. Earnings Power Value : Assets Plus Franchise 6. A Wonderful Little Franchise : The Earnings Power of WD-40 7. Inside Intel : The Value of Growth within the Franchise 8. Constructing the Portfolio : Risk, Diversification, and Default Strategies PART III VALUE INVESTING IN PRACTICE : PROFILES OF EIGHT VALUE INVESTORS 9. Warren Buffett : Investing Is Allocating Capital 10. Mario Gabelli : Discovering and Unlocking the Private Market Value 11. Glenn Greenberg : Investigate, Concentrate, and-Watch That Basket 12. Robert H. Heilbrunn : Investing in Investors 13. Seth Klarman : Distressed Sellers, Absent Buyers 14. Michael Price : Discipline, Patience, Focus, and Power 15. Walter and Edwin Schloss : Keep It Simple, and Cheap 16. Paul D.Sonkin : Small Is Beautiful, Especially When It's Ugly |