Presents several case studies
Table of Contents
Introduction xiii
Foreword xxvii
Acknowledgments xxxi
Chapter 1 The 52-Week Formula 1
Chapter 2 Herding and the Bandwagon Effect 19
Chapter 3 Filter 1: Competitive Advantage 25
Chapter 4 Five Common Mistakes Investors Make 55
Chapter 5 Filter 2: Free Cash Flow Yield 67
Chapter 6 The Power of Fear and Decision Fatigue 83
Chapter 7 Filter 3: Return on Invested Capital 91
Chapter 8 This Time Is Never Different 105
Chapter 9 Filter 4: Long-Term Debt to
Free Cash Flow Ratio 109
Chapter 10 The Sunk-Cost Bias and Pride and Regret 131
Chapter 11 Filter 5: The 52-Week Low Formula and My Journey Trying to Disprove It 137
Chapter 12 The Importance of Embracing a Trailing 12-Month Return of −25 Percent 151
Chapter 13 The Problem with Selective Perception and Confirmation Basis 163
Chapter 14 Putting It All Together 169
Afterword 179
About the Companion Website 183
About the Author 185
Index 189
