Frontmatter
Contents
Foreword
Preface
Acknowledgments
1 The Case for Expectations Investing
PART I. Gathering the Tools
2 How the Market Values Stocks
3 The Expectations Infrastructure
4 Analyzing Competitive Strategy
PART II. Implementing the Process
5 How to Estimate Price-Implied Expectations
6 Identifying Expectations Opportunities
7 Buy, Sell, or Hold?
8 Beyond Discounted Cash Flow
9 Across the Economic Landscape
PART III. Reading Corporate Signals and Sources of Opportunities
10 Mergers and Acquisitions
11 Share Buybacks
12 Sources of Expectations Opportunities
Notes
Index