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Expectations Investing

Expectations Investing PDF Author: Michael J. Mauboussin
Publisher: Columbia University Press
ISBN: 0231554842
Category : Business & Economics
Languages : en
Pages : 250

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Book Description
Most investment books try to assess the attractiveness of a stock price by estimating the value of the company. Expectations Investing provides a powerful and insightful alternative to identifying gaps between price and value. Michael J. Mauboussin and Alfred Rappaport suggest that an investor start with a known quantity, the stock price, and ask what it implies for future financial results. After showing how to read expectations, Mauboussin and Rappaport provide a guide to rigorous strategic and financial analysis to help investors assess the likelihood of revisions to these expectations. Their framework traces value creation from the triggers that shape a company’s performance to the impact on the value drivers. This allows a practitioner of expectations investing to determine whether a stock is an attractive buy or sell candidate. Investors who read this book will be able to evaluate stocks of companies in any sector or geography more effectively than those who use the standard approaches of most investors. Managers can use the book’s principles to devise, adjust, and communicate their company’s strategy in light of shareholder expectations. This revised and updated edition reflects the many changes in accounting and the business landscape since the book was first published and provides a wealth of new examples and case studies.

Expectations Investing

Expectations Investing PDF Author: Michael J. Mauboussin
Publisher: Columbia University Press
ISBN: 0231554842
Category : Business & Economics
Languages : en
Pages : 250

View

Book Description
Most investment books try to assess the attractiveness of a stock price by estimating the value of the company. Expectations Investing provides a powerful and insightful alternative to identifying gaps between price and value. Michael J. Mauboussin and Alfred Rappaport suggest that an investor start with a known quantity, the stock price, and ask what it implies for future financial results. After showing how to read expectations, Mauboussin and Rappaport provide a guide to rigorous strategic and financial analysis to help investors assess the likelihood of revisions to these expectations. Their framework traces value creation from the triggers that shape a company’s performance to the impact on the value drivers. This allows a practitioner of expectations investing to determine whether a stock is an attractive buy or sell candidate. Investors who read this book will be able to evaluate stocks of companies in any sector or geography more effectively than those who use the standard approaches of most investors. Managers can use the book’s principles to devise, adjust, and communicate their company’s strategy in light of shareholder expectations. This revised and updated edition reflects the many changes in accounting and the business landscape since the book was first published and provides a wealth of new examples and case studies.

Summary of Michael J. Mauboussin & Alfred Rappaport's Expectations Investing

Summary of Michael J. Mauboussin & Alfred Rappaport's Expectations Investing PDF Author: Everest Media,
Publisher: Everest Media LLC
ISBN: 1669364291
Category : Business & Economics
Languages : en
Pages : 31

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Book Description
Please note: This is a companion version & not the original book. Sample Book Insights: #1 The central theme of this book is that the ability to read market expectations and anticipate revisions of those expectations is the springboard for earning superior long-term returns. Stock prices express the collective expectations of investors, and changes in those expectations determine investment success. #2 Expectations investing is a practical application of corporate finance principles that many companies have used for decades. It incorporates the concepts of value creation and competitive strategy analysis. #3 The disappointing performance of professionally managed funds is not an indictment of active management, but rather reflects the suboptimal strategies used by many active professionals. #4 Expectations investing draws from finance theory to pinpoint the market's expectations. It then taps appropriate competitive strategy frameworks to help investors anticipate revisions in expectations.

Expectations Investing

Expectations Investing PDF Author: Alfred Rappaport
Publisher: Harvard Business Press
ISBN: 159139127X
Category : Business & Economics
Languages : en
Pages : 247

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Book Description
Expectations Investing is well worth picking up. -Financial Executive Expectations Investing offers a fundamentally new alternative for identifying value-price gaps, built around a deceptively simple and obvious tool: a company's stock price. The authors walk readers step-by-step through their breakthrough method, revealing how portfolio managers, security analysts, investment advisors, and individual investors can more accurately evaluate established and "new economy" stocks alike-and translate shareholder value from theory to reality. AUTHORBIO: Alfred Rappaport directs Shareholder Value Research for L.E.K. Consulting and is a Professor Emeritus at Northwestern's Kellogg School. Michael J. Mauboussin is Credit Suisse First Boston's Chief U.S. Investment Strategist and an adjunct professor at Columbia University.

Expectations, Investment, and Income

Expectations, Investment, and Income PDF Author: George Lennox Sharman Shackle
Publisher: Oxford : Clarendon P.
ISBN:
Category : Business cycles
Languages : en
Pages : 176

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Book Description


The Harriman Book Of Investing Rules

The Harriman Book Of Investing Rules PDF Author: Philip Jenks
Publisher: Harriman House Limited
ISBN: 1905641222
Category : Business & Economics
Languages : en
Pages : 512

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Book Description
For the first time, the tactics, strategies and insightsrelied on by 150 of the world's most respected financialexperts are revealed in a concise, digestible form. Learnhow you really make money in the markets from: fundmanagers of billion-pound equity funds; traders in theoptions and futures markets; industry-rated analysts;economists ......

The Global-Investor Book of Investing Rules

The Global-Investor Book of Investing Rules PDF Author: Philip Jenks
Publisher: FT Press
ISBN: 0130094013
Category : Business & Economics
Languages : en
Pages : 514

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Book Description
Profiles of 150 successful fund managers, traders, analysts, economists, and investment experts offer advice, techniques, and ideas to increase returns and control risks in investing. Some of the areas of specialty discussed include international markets and capital flows, company valuation, liquidi

The Harriman House Book of Investing Rules

The Harriman House Book of Investing Rules PDF Author: Philip Jenks
Publisher: Harriman House Limited
ISBN: 0857191136
Category : Business & Economics
Languages : en
Pages : 500

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Book Description
For the first time, the tactics, strategies and insights relied on by 150 of the world's most respected financial experts are revealed in a concise, digestible form. Learn how you really make money in the markets from: - fund managers of billion-pound equity funds - traders in the options and futures markets - industry-rated analysts - economists from top business schools - writers on leading financial newspapers Each provides focused and practical rules on how to succeed in the market. Often counter-intuitive, their rules tell you exactly what to do and what not to do. No padding; just a rock-hard list of do's and don'ts. The contributors to this book are the elite of investing. They consistently beat the market because they know which shares to buy, at what price, and when. And, just as importantly, they know when to sell. Never before has so much quality advice been packed into a single book. If you want to increase your wealth through investing, this is an unmissable opportunity to acquire knowledge and skills from the best in the world.

Research in Accounting Regulation

Research in Accounting Regulation PDF Author: Gary Previts
Publisher: Elsevier
ISBN: 9780080545431
Category : Business & Economics
Languages : en
Pages : 316

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Book Description
Research in Accounting Regulation

Corporate Valuation for Portfolio Investment

Corporate Valuation for Portfolio Investment PDF Author: Robert A. G. Monks
Publisher: John Wiley & Sons
ISBN: 9780470936764
Category : Business & Economics
Languages : en
Pages : 556

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Book Description
A detailed guide to the discipline of corporate valuation Designed for the professional investor who is building an investment portfolio that includes equity, Corporate Valuation for Portfolio Investment takes you through a range of approaches, including those primarily based on assets, earnings, cash flow, and securities prices, as well as hybrid techniques. Along the way, it discusses the importance of qualitative measures such as governance, which go well beyond generally accepted accounting principles and international financial reporting standards, and addresses a variety of special situations in the life cycle of businesses, including initial public offerings and bankruptcies. Engaging and informative, Corporate Valuation for Portfolio Investment also contains formulas, checklists, and models that the authors, or other experts, have found useful in making equity investments. Presents more than a dozen hybrid approaches to valuation, explaining their relevance to different types of investors Charts stock market trends, both verbally and visually, enabling investors to think like traders when needed Offers valuation guidance based on less quantitative factors, namely management quality and factors relating to the company and the economy Corporate Valuation for Portfolio Investment puts this dynamic discipline in perspective and presents proven ways to determine the value of corporate equity securities for the purpose of portfolio investment.

Stock Market Trading Rules

Stock Market Trading Rules PDF Author: Philip Jenks
Publisher: Harriman House Limited
ISBN: 0857192132
Category : Business & Economics
Languages : en
Pages : 150

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Book Description
Back in 2001, The Harriman House Book of Investing Rules was compiled and published. The project was a huge success, the rules provided by the contributors were fascinating, insightful and entertaining, and for the first time the book pooled together collected wisdom of 150 of the world's greatest traders in one place. One of the many strengths of the rules that were written for and included in the original publication was their timeless quality - these gems of investing and trading wisdom apply to a range of markets across a spread of time periods and are not confined to one market or one set of circumstances. And so it is that the decision was made to republish the original rules in a more condensed form and in a new format. In this eBook you will find just that; 80 sets of trading rules from expert international traders. As with the original publication, these rules provide condensed knowledge from experts about what they consider to the key determinants of trading success. You will notice that the experts do not agree, this is intentional as trading is a diverse and conflicting pursuit, and you will notice that the rules are not comprehensive, this is also intentional, as this is a reference guide to be dipped into and to encourage you to take up further reading elsewhere on subjects that appeal to you. Traders of all experience levels will find these rules useful in clarifying aspects of their trading approach. The original publication of 150 rules is also available as an eBook, from all good online retailers. www.harriman-house.com/investingrules