{"product_id":"concentrated-investing-9781119012023","title":"Concentrated Investing","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e\u003cb\u003eDiscover the secrets of the world''s top concentrated value investors\u003c\/b\u003e \u003cp\u003e\u003ci\u003eConcentrated Investing: Strategies of the World''s Greatest Concentrated Value Investors\u003c\/i\u003e chronicles the virtually unknownbut wildly successfulvalue investors who have regularly and spectacularly blown away the results of even the world''s top fund managers. Sharing the insights of these top value investors, expert authors Allen Benello, Michael van Biema, and Tobias Carlisle unveil the strategies that make concentrated value investing incredibly profitable, while at the same time showing how to mitigate risk over time. Highlighting the history and approaches of four top value investors, the authors tell the fascinating story of the investors who dare to tread where few others have, and the wildly-successful track records that have resulted.\u003c\/p\u003e \u003cp\u003eTurning the notion of diversification on its head, concentrated value investors pick a small group of undervalued stocks and hold onto them through even th\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTrade Review\u003c\/b\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003ci\u003e“…this is an original approach to both value investing and diversification, and brings a new perspective to some familiar topics.” \u003c\/i\u003e(Money Week, May 2016)\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003cp\u003ePreface ix\u003c\/p\u003e \u003cp\u003eAcknowledgments xiii\u003c\/p\u003e \u003cp\u003eIntroduction Concentrated Investing 1\u003c\/p\u003e \u003cp\u003eChapter 1 Lou Simpson: The Disciplined Investor 5\u003cbr\u003eA Portrait of Concentration\u003c\/p\u003e \u003cp\u003eChapter 2 John Maynard Keynes: Investor Philosopher 35\u003cbr\u003eThe Economics of Concentration\u003c\/p\u003e \u003cp\u003eChapter 3 Kelly, Shannon, and Thorp: Mathematical Investors 71\u003cbr\u003eConcentration Quantified\u003c\/p\u003e \u003cp\u003eChapter 4 Warren Buffett: The Kelly-Betting Value Investor 89\u003cbr\u003ePortfolio Concentration for Value Investors\u003c\/p\u003e \u003cp\u003eChapter 5 Charlie Munger: Concentration’s Muse 109\u003cbr\u003eQuality without Compromise\u003c\/p\u003e \u003cp\u003eChapter 6 Kristian Siem: The Industrialist 131\u003cbr\u003eThe Importance of Permanent Capital to the Long-Term Investor\u003c\/p\u003e \u003cp\u003eChapter 7 Grinnell College: The School of Concentration 159\u003cbr\u003eConcentration and Long-Term Investing for Endowment\u003c\/p\u003e \u003cp\u003eChapter 8 Glenn Greenberg: The Iconoclast 177\u003cbr\u003eSimple, Common Sense Research, and Tennis Shoes\u003c\/p\u003e \u003cp\u003eChapter 9 Conclusion 203\u003cbr\u003eThe Concentrated Investor’s Temperament\u003c\/p\u003e \u003cp\u003eAbout the Authors 221\u003c\/p\u003e \u003cp\u003eIndex 223\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":48866384281943,"sku":"9781119012023","price":31.2,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781119012023.jpg?v=1722278392","url":"https:\/\/bookcurl.com\/products\/concentrated-investing-9781119012023","provider":"Book Curl","version":"1.0","type":"link"}