Contents

Chapters in this book

1. Frontmatter i
2. Contents vii
3. Acknowledgments ix
4. 1. How My Passion Became My Profession 1
5. 2. “And” Not “Or” In 15
6. 3. Stocks or Bonds? 25
7. 4. To Stand Apart, You Must Stand Alone 43
8. 5. Score Upset Victories 61
9. 6. Do No Harm 73
10. 7. False Positives and Negatives 98
11. 8. Ditch the Database, Embrace the Search Engine 130
12. 9. From Victim to Victor 151
13. 10. Value Investing = Margin of Safety 181
14. 11. Sizzle Fizzles, Patience Prospers 201
15. 12. North Star 223
16. A Special Message from Me to You 249
17. Index 261