Reasons to Pass : : A Guide to Making Fewer and Better Investments / / Ralph Birchmeier.
Confidence and conviction are the keys to success in asset management. Analysts projecting these traits become more likely candidates for promotion; clients gravitate to portfolio managers who radiate assurance about future performance. However, these qualities do a disservice to optimal decision ma...
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Superior document: | Title is part of eBook package: De Gruyter Columbia University Press Complete eBook-Package 2023 |
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Place / Publishing House: | New York, NY : : Columbia University Press, , [2023] ©2023 |
Year of Publication: | 2023 |
Language: | English |
Online Access: | |
Physical Description: | 1 online resource :; 4 figures, 4 tables |
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Table of Contents:
- Frontmatter
- Contents
- 1. Principles and More
- Introduction
- 1. Reasons to Pass Investment Principles
- 2. Main Street Versus Wall Street A Rigged Market?
- 3. Fundamental Analysis in the Digital Age
- 4. Indexing: A Viable Option
- 2. Reasons to Pass
- Introduction
- 5. Minimum Market Capitalization
- 6. Financial Leverage The Ultimate Killer
- 7. High–Fixed Cost Businesses
- 8. Accounting
- 9. Regulatory Uncertainties
- 10. Corporate Governance
- 11. Asset Liability Mismatch
- 12. Deep Cyclical Companies Near Cycle Peak
- 13. High-Cost Commodity Businesses
- 14. Cash Flow and Earnings Disconnect
- 15. Structurally Declining Businesses
- 16. Obsolescence Risk
- 17. Valuation: A Critical Protector of Capital and Returns
- 18. Lollapalooza Effect
- 3. Reasons to Buy
- Introduction
- 19. Screening
- 20. Growth Stocks
- 21. Core Characteristics of Successful Investors
- 22. Viable, and Buyable, Investment Opportunities
- 23. Selling Discipline
- Conclusion
- Index