EXCERPTS FROM THE BOOK
This section offers a chapter-by-chapter preview of the book. For each chapter, we have included::
- A brief excerpt
- A list of major questions covered
- "Essential Ideas"
Please click on the appropriate chapter to preview its contents.
Table of Contents
Foreword by Peter Bernstein (Peter L. Bernstein, Inc.)
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