Creating strategic value : applying value investing principles to corporate management /
"The principles of value investing have resonated with savvy practitioners in the world of finance for a long time. In Creating Strategic Value, Joseph Calandro Jr. explores how the core ideas and methods of value investing can be profitably applied to corporate strategy and management. Calandr...
| Autore principale: | |
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| Natura: | Licensed eBooks |
| Lingua: | inglese |
| Pubblicazione: |
New York, NY :
Columbia University Press
[2020]
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| Accesso online: | https://www.jstor.org/stable/10.7312/cala19414 |
Sommario:
- Intro
- Table of Contents
- Foreword: Professor Sris Chatterjee, Gabelli Chair in Global Security Analysis at Fordham University
- Introduction
- Appendix: Common Ground and/or Areas of Further Research
- Part I: Theory
- 1. Value Investing and Corporate Management: Overview
- 2. Corporate Strategy and the "Margin of Safety"
- 3. Cash and Competitive Advantage
- 4. Corporate Management and "Security Analysis" (including an interview with Seth A. Klarman)
- 5. Value Creating Corporate Management: Henry E. Singleton
- Appendix 5.1: Evaluating a Stock Buyback
- Appendix 5.2: Managing Funding Obligations
- 6. Managerial "Rationality"
- 7. Corporate Management and "Modern Security Analysis" (including an interview with the late Martin J. Whitman)
- 8. Value Realization Is "The Most Important Thing"
- Part II: Practice
- 9. Value Realization at GEICO
- Appendix 9.1: Note on Estimating Growth Value
- 10. Value Realization at GTI Corporation
- 11. Value Realization at the Union Pacific
- Conclusion and Information Advantage
- Acknowledgments
- Notes
- Index