Book of Value – The Fine Art of Investing Wisely

Anurag Sharma is Associate Professor of Management at the Eugene M. Isenberg School of Management, University of Massachusetts-Amherst. He is the author of Book of Value (Columbia University Press, 2016).

Preface
Acknowledgments
Prologue: A Short History of Investing
Introduction: Noise
Part I: Illusion
1 Opinions and Beliefs
2 Correlation of Errors
3 The Dark Arts
4 Purveyors of the Dark Arts
5 Victims of the Dark Arts
Part II: Verity
6 Logic—Data—Doubt
7 Investing as a Negative Art
8 Shaping the Investment Thesis
9 How to Be a Wise Investor
10 The Art of Looking
Part III: Foundations
11 Price and Value
12 How to Value a Business
13 Risk and Uncertainty
14 The Simple Math of Valuation
15 Yield—Stability—Strength
Part IV: Diligence
16 Depth Analysis
17 Dive for Strength
18 Define Good Business
19 Watch the Game
20 Meet the Managers
Part V: Policy
21 Diversification
22 Another Way to Portfolio
23 Core Holdings
24 Growth
25 The Buffett Portfolio
Conclusion: Noise Control
Notes
Bibliography
Index