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· 분류 : 외국도서 > 경제경영 > 투자/증권 > 주식
· ISBN : 9781119012023
· 쪽수 : 256쪽
· 출판일 : 2016-04-25
목차
Preface ix
Acknowledgments xiii
Introduction
Concentrated Investing 1
Chapter 1 Lou Simpson: The Disciplined Investor 5
A Portrait of Concentration
Chapter 2 John Maynard Keynes: Investor Philosopher 35
The Economics of Concentration
Chapter 3 Kelly, Shannon, and Thorp: Mathematical Investors 71
Concentration Quantified
Chapter 4 Warren Buffett: The Kelly-Betting Value Investor 89
Portfolio Concentration for Value Investors
Chapter 5 Charlie Munger: Concentration’s Muse 109
Quality without Compromise
Chapter 6 Kristian Siem: The Industrialist 131
The Importance of Permanent Capital to the Long-Term Investor
Chapter 7 Grinnell College: The School of Concentration 159
Concentration and Long-Term Investing for Endowment
Chapter 8 Glenn Greenberg: The Iconoclast 177
Simple, Common Sense Research, and Tennis Shoes
Chapter 9 Conclusion 203
The Concentrated Investor’s Temperament
About the Authors 221
Index 223
