Contents
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- A) The World of Investing :
- 1. The Business of Investing1-8
- 2. Magic of Compounding9-19
- 3. Equities Don't Outperform all Asset Classes all the Time 21-28
- 4. Attributes of a Full Time Investor29-33
- 5. The Pain of Losing35-39
- 6. Risk vs. Return 41-45
- 7. Buy What You See 47-55
- 8. Macro Numbers – How Much to Analyse? 57-63
- 9. Intrinsic Value – Theory and Practice 65-69
- B) Bull market, Trends and Economic Bubbles
- 10. What Makes for an Economic Bubble? 71-74
- 11. Brief History of Economic Bubbles 75-94
- 12. Identifying Tops and Bottoms 95-109
- 13. Identifying the Next Big Trend 111-122
- 14. Is Semi-Urban and Rural India the Next Big Trend?123-127
- C) Company and Financial Analysis:
- 15. Understanding Business Models 129-137
- 16. Tools of Financial Statement Analysis 139-152
- 17. Growth, RoE with DuPont Analysis 153-163
- 18. When Does an Acquisition Work and When it Doesn't?165-174
- 19. Is Your Company Taking Up Market Share? 175-184
- 20. Evaluating the Management of a Business185-194
- 21. Dividend - The Only Sure Thing from a Stock 195-203
- 22. Operating Leverage - Looking for Margin Expansion205-210
- 23. How Companies Cook Books of Accounts 211-219
- 24. Stocks to Avoid 221-231
- 25. Drivers of a P/E Ratio 233-242
- 26. P/E Expansion vs. P/E Contraction 243-255
- D) Buying and Selling Strategies:
- 27. Should a Small Investor Always Stick to Small Cap Stocks? 257-265
- 28. Multibaggers from Small and Midcap stocks 267-288
- 29. When to Catch a Falling Knife and When not to? 289-300
- 30. The Ones I Saw and Missed 301-308
- 31. When to Sell and When not to? 309-328
- E) Analysing Sectors and Industries:
- 32. Basic Economy Stocks, Diversified Businesses and Spinoffs329-339
- 33. Analysing Companies with Cash on Balance Sheet 341-346
- 34. Analysing Banks and Non Banking Finance Companies (NBFCS) 347-362
- 35. Commodity Cyclicals are not Long Term Bets 363-369
- 36. Analysing Holding Companies 371-375
- 37. PSU Stocks377-382
- 38. Analysing Secular Growth Stocks383-392
- F) Constructing a Portfolio:
- 39. Portfolio Construction Strategies393-408
- 40. When And How to Leverage and When not to?409-415
- G) The Last Word:
- 41. The Final Checklist: Contacting Company Management, Dealers And Distributors417-427
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