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Table of Contents

Foreword by Peter Bernstein (Peter L. Bernstein, Inc.)

Preface

Chapter 1: The Case for Expectations Investing

Part I: Gathering the Tools

Chapter 2: How the Market Values Stocks

Chapter 3: The Expectations Infrastructure

Chapter 4: Analyzing Competitive Strategy

Part II: Implementing the Process

Chapter 5: How to Estimate Price-Implied Expectations

Chapter 6: Identifying Expectations Opportunities

Chapter 7: Buy, Sell, or Hold?

Chapter 8: Beyond Discounted Cash Flow

Chapter 9: Across the Economic Landscape

Part III: Reading Corporate Signals

Chapter 10: Mergers and Acquisitions

Chapter 11: Share Buybacks

Chapter 12: Incentive Compensation