Investing for the long term my experience as an investor
Make the smartest choices you can with this must-have read for investors by one of the world's legendary value investors World-renowned investor Francisco García Paramés shares his advice and tips on making smart investments in this must-have book for those looking to make smarter choices for t...
Otros Autores: | |
---|---|
Formato: | Libro electrónico |
Idioma: | Inglés |
Publicado: |
Chichester, United Kingdom :
Wiley
2018.
|
Edición: | 1st ed |
Colección: | Wiley finance series
|
Materias: | |
Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009631103106719 |
Tabla de Contenidos:
- Cover
- Title Page
- Copyright
- Contents
- Foreword
- Introduction
- Part One: The Backstory
- Chapter 1: A Bit About My Early Years
- Origins
- University
- First Jobs
- IESE
- Bestinver
- My Initial Analysis and Investments
- Chapter 2: Going Solo (1991-2002)
- 1991-1998: I Start Investing. Bull Market
- 1993-1994: Up and Down (or Up and Away...)
- 1995-1997: Euphoria Runs Wild
- 1998: The End of the Cycle
- Shadow Report on Endesa and its Subsidiaries
- Activism
- End of the Cycle
- 1998-2002: Downswing. Global Portfolio
- 1999: The Low Point
- 2000-2002: Back to Normality
- My Encounter with Hayek
- The Final TakeOff: 2000-2002
- Chapter 3: Investing as a Team (2003-2014)
- 2003: A NEW MANAGER
- Bull Market: Bubbles
- 2004-2005: The RealEstate Boom in Full Swing
- Going Short
- Global Portfolio
- 2006-2007: On the Brink...
- 2007
- 2008: The Big Fall
- Liquidity
- 2008: Continuation
- The Financial Crisis
- Ciba: Salvation at the Darkest Hour
- 2009: Immediate Recovery
- The Quality of Companies
- 2010-2012: European and Spanish crisis
- 2013-2014: Over and Out
- Appendix
- Part Two: Theory: The Underpinnings of Investment
- Chapter 4: The Austrian School of Economics
- Brief History of the Austrian School
- Main Tenets of the Austrian School
- Applications to Investment
- Conclusion: Subjectivism and Objective Price
- Chapter 5: Investment
- Saving and Investment
- Real or Monetary Investment
- Which Type of Asset is More Attractive, Offering Higher Returns Over the Long Run?
- Historic Evidence
- Volatility (Not Risk)
- What is Risk?
- Why Do Equities Offer Both Greater Returns and Less Long-Term Risk?
- More on the Political Problem
- Conclusion
- Appendix A
- Appendix B
- Chapter 6: Passive and/or Active Management
- Passive Management
- Active Management
- Conclusion.
- Appendix
- Chapter 7: Investing in Stocks (I): Foundations and Principles
- Foundations and Experience
- Settling on Quality
- Competitive Advantages
- The Possibility of Reinvesting
- Chapter 8: Investing in Stocks (II): Opportunities, Valuation, Management
- Finding the Right Opportunity
- Companies to Avoid
- Capital Allocation
- Valuation
- Normalised Earnings
- Indebtedness
- Market Recognition
- The Perfect Stock
- Portfolio Management
- Chapter 9: The Irrational Investor Lurking Within Us All
- Why Don't We Invest in Equities? Aversion to Volatility
- Why Don't We Invest Using Proven Strategies, or at Least in Cheap Stocks?
- The Endowment Effect
- Tendency to Confirm What We Already Know
- The Institutions
- Information Overload and Other Problems
- Conclusion
- Conclusions and Future
- Assetmanagement
- My Own Future
- Appendix I: 26 Small Ideas and One Guiding Principle
- Appendix II: Reading Material and Wealth Creation
- References
- Further Reading
- Index
- EULA.