Expectations Investing : : Reading Stock Prices for Better Returns, Revised and Updated / / Michael Mauboussin, Alfred Rappaport.

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...

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Bibliographic Details
Superior document:Title is part of eBook package: De Gruyter Columbia University Press Complete eBook-Package 2021
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Place / Publishing House:New York, NY : : Columbia University Press, , [2021]
©2021
Year of Publication:2021
Language:English
Series:Heilbrunn Center for Graham & Dodd Investing Series
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Physical Description:1 online resource :; 53 figures and tables
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Table of Contents:
  • Frontmatter
  • Contents
  • Foreword
  • Preface
  • Acknowledgments
  • 1 The Case for Expectations Investing
  • PART I. Gathering the Tools
  • 2 How the Market Values Stocks
  • 3 The Expectations Infrastructure
  • 4 Analyzing Competitive Strategy
  • PART II. Implementing the Process
  • 5 How to Estimate Price-Implied Expectations
  • 6 Identifying Expectations Opportunities
  • 7 Buy, Sell, or Hold?
  • 8 Beyond Discounted Cash Flow
  • 9 Across the Economic Landscape
  • PART III. Reading Corporate Signals and Sources of Opportunities
  • 10 Mergers and Acquisitions
  • 11 Share Buybacks
  • 12 Sources of Expectations Opportunities
  • Notes
  • Index