CITATION

Cunningham, Lawrence A.. What Is Value Investing?. McGraw-Hill, 2004.

What Is Value Investing?

Published:  March 2004

eISBN: 9780071442268 007144226X | ISBN: 9780071429559
  • Terms of use
  • Want to learn more?
  • Contents
  • Chapter 01 - Today’s Investing Styles
  • Chapter 02 - Value Investing Traditions
  • Graham: The Father Of Value Investing
  • Fisher: Pioneer Of Growth Emphasis
  • Williams: Cash Flow’S Role
  • Buffet: Integrator
  • Variations On The Theme
  • The Rest Of Us
  • Chapter 03 - Circles of Competence
  • Businesses
  • Accounting’s Part In Circles Of Competence
  • Chapter 04 - Financial Analysis
  • Chapter 05 - Compounding Principles
  • Chapter 06 - Value Measurements
  • Balance Sheet Value: Assets At Work
  • Income Statement Value: The Earnings Payoff
  • Franchise Value
  • Growth’s Value
  • Discounted Cash Flow Analysis: High Subjectivity
  • Chapter 07 - Discount Rates
  • Value Investing Approach To Risk And Rates
  • Portfolio Theory Approach: Beta And Premiums
  • Chapter 08 - Market Prices
  • Factors
  • Doing Little With Market Price
  • Doing Little With Market Price
  • The Anxiety Of Selling
  • Control’s Value
  • Chapter 09 - Frauds and Fantasies
  • The Heady Late 1990s
  • Enron: Accounting Form Over Economic Substance
  • Global Crossing: Pro Forma Fantasies And Cash Flow Dreams
  • Qwest: Exploiting Myopia Regarding Owner Earnings
  • Worldcom: The Balance Sheet As A Hiding Place
  • Losers And Winners
  • Chapter 10 - Chronic Reporting Problems
  • Revenue Recognition
  • Expenses: The Costs Of Doing Business
  • Accounting For Deals
  • The Challenge Of Intangibles
  • Sources Of Illumination
  • Chapter 11 - Future Reporting Problems
  • Derivatives
  • Off-Balance-Sheet Tricks
  • Pensions
  • Stock Options: A Case Of Nonaccounting
  • Chapter 12 - Ways to Buy Equities
  • Index Funds And Value Investing
  • Equity Funds
  • Drips
  • Exchange-Traded Funds
  • Hedge Funds
  • Chapter 13 - Alternatives to Equities
  • Bonds
  • Convertibles
  • Real Estate
  • Intellectual Property
  • Precious Metals
  • Collectibles
  • Chapter 14 - Summary of Tenets
  • Mr. Market Principle
  • Business Analyst Principle
  • Reasonable Price Principle
  • Patsy Principle
  • Circle Of Competence Principle
  • Moat Principle
  • Margin Of Safety Principle
  • In-Law Principle
  • Elitism Principle
  • Owner Principle
  • Index