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Preface | |
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Foreword | |
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Why Everything You Learned in Business School is Wrong | |
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Six Impossible Things before Breakfast, or, How EMH has Damaged our Industry | |
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CAPM is Crap | |
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Pseudoscience and Finance: The Tyranny of Numbers and the Fallacy of Safety | |
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The Dangers of Diversification and Evils of the Relative Performance Derby | |
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The Dangers of DCF | |
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Is Value Really Riskier than Growth? Dream On | |
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Deflation, Depressions and Value | |
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The Behavioural Foundations of Value Investing | |
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Learn to Love Your Dogs, or, Overpaying for the Hope of Growth (Again!) | |
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Placebos, Booze and Glamour Stocks | |
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Tears before Bedtime | |
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Clear and Present Danger: The Trinity of Risk | |
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Maximum Pessimism, Profit Warnings and the Heat of the Moment | |
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The Psychology of Bear Markets | |
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The Behavioural Stumbling Blocks to Value Investing | |
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The Philosophy of Value Investing | |
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The Tao of Investing: The Ten Tenets of My Investment Creed | |
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Process not Outcomes: Gambling, Sport and Investment! | |
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Beware of Action Man | |
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The Bullish Bias and the Need for Scepticism. Or, Am I Clinically Depressed? | |
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Keep it Simple, Stupid | |
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Confused Contrarians and Dark Days for Deep Value | |
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The Empirical Evidence | |
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Going Global: Value Investing without Boundaries | |
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Graham's Net-Nets: Outdated or Outstanding? | |
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The 'Dark Side� of Value Investing: Short Selling | |
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Grimm's Fairy Tales of Investing | |
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Joining the Dark Side: Pirates, Spies and Short Sellers | |
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Cooking the Books, or, More Sailing Under the Black Flag | |
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Bad Business: Thoughts on Fundamental Shorting and Value Traps | |
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Real-Time Value Investing | |
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Overpaying for the Hope of Growth: The Case Against Emerging Markets | |
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Financials: Opportunity or Value Trap? | |
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Bonds: Speculation not Investment | |
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Asset Fire Sales, Depression and Dividends | |
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Cyclicals, Value Traps, Margins of Safety and Earnings Power | |
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The Road to Revulsion and the Creation of Value | |
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Revulsion and Valuation | |
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Buy When it's Cheap - If Not Then, When? | |
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Roadmap to Inflation and Sources of Cheap Insurance | |
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Value Investors versus Hard-Core Bears: The Valuation Debate | |
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References | |
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Index | |