Cover Image

Creating strategic value : applying value investing principles to corporate management /

Bibliographic Details
Main Author: Calandro, Joseph (Author)
Format: eBook
Language:English
Published: New York, NY : Columbia University Press, [2020]
Subjects:
Investment analysis.
Corporations > Valuation.
Value investing.
Electronic books.
Online Access:Connect to the full text of this electronic book
Table of Contents:
  • 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