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...

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Detalles Bibliográficos
Otros Autores: Paramés, Francisco García, 1963- author (author)
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 Take–Off: 2000-2002
  • Chapter 3: Investing as a Team (2003-2014)
  • 2003: A NEW MANAGER
  • Bull Market: Bubbles
  • 2004-2005: The Real–Estate 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.