Creating Strategic Value : Applying Value Investing Principles to Corporate Management

Frontmatter -- Contents -- Foreword -- Introduction -- Appendix: Common Ground and/or Areas of Further Research -- Preface -- 1. Value Investing and Corporate Management: Overview -- 2. Corporate Strategy and the “Margin of Safety” -- 3. Cash and Competitive Advantage -- 4. Corporate Management and...
Ausführliche Beschreibung

Frontmatter -- Contents -- Foreword -- Introduction -- Appendix: Common Ground and/or Areas of Further Research -- Preface -- 1. Value Investing and Corporate Management: Overview -- 2. Corporate Strategy and the “Margin of Safety” -- 3. Cash and Competitive Advantage -- 4. Corporate Management and “Security Analysis” (including an interview with Seth A. Klarman) -- 5 Value Creating Corporate Management: Henry E. Singleton -- Appendix 5.1: Evaluating a Stock Buyback -- Appendix 5.2: Managing Funding Obligations -- 6 Managerial “Rationality” -- 7 Corporate Management and “Modern Security Analysis” (including an interview with the late Martin J. Whitman) -- 8 Value Realization Is “The Most Important Thing” -- Preface -- 9. Value Realization at GEICO -- Appendix 9.1: Note on Estimating Growth Value -- 10. Value Realization at GTI Corporation -- 11. Value Realization at the Union Pacific -- Conclusion and Information Advantage -- Acknowledgments -- Notes -- Index Ausführliche Beschreibung