More Than You Know

Updated

Mauboussin, Michael J. 저자(글)

Columbia University Press · 2007년 10월 18일

책 소개

A blend of practical advice and theory which offers invaluable tools to better understand the concepts of choice and risk in the field of investment.

작가정보

저자(글) Mauboussin, Michael J.

목차

• Be the House: Process and Outcome in Investing	p. 9
  Investing - Profession or Business? Thoughts on Beating the Market Index	p. 15
  The Babe Ruth Effect: Frequency Versus Magnitude in Expected Value	p. 23
  Sound Theory for the Attribute Weary: The Importance of Circumstance-Based Categorization	p. 29
  Risky Business: Risk, Uncertainty, and Prediction in Investing	p. 35
  Are You an Expert? Experts and Markets	p. 40
  The Hot Hand in Investing: What Streaks Tell Us About Perception, Probability, and Skill	p. 46
  Time Is on My Side: Myopic Loss Aversion and Portfolio Turnover	p. 52
  The Low Down on the Top Brass: Management Evaluation and the Investment Process	p. 60
  Good Morning, Let the Stress Begin: Linking Stress to Suboptimal Portfolio Management	p. 71
  All I Really Need to Know I Learned at a Tupperware Party: What Tupperware Parties Teach You About Investing and Life	p. 77
  All Systems Go: Emotion and Intuition in Decision Making	p. 83
  Guppy Love: The Role of Imitation in Markets	p. 89
  Beware of Behavioral Finance: Misuse of Behavioral Finance Can Lead to Bad Thinking	p. 94
  Raising Keynes: Long-Term Expectations, the El Farol Bar, and Kidding Yourself	p. 99
  Right from the Gut: Investing with Naturalistic Decision Making	p. 104
  Weighted Watcher: What Did You Learn from the Last Survey?	p. 110
  The Wright Stuff: Why Innovation Is Inevitable	p. 121
  Pruned for Performance: What Brain Development Teaches Us About Innovation	p. 130
  Staying Ahead of the Curve: Linking Creative Destruction and Expectations	p. 137
  Is There a Fly in Your Portfolio? What an Accelerating Rate of Industry Change Means for Investors	p. 143
  All the Right Moves: How to Balance the Long Term with the Short Term	p. 148
  Survival of the Fittest: Fitness Landscapes and Competitive Advantage	p. 153
  You'll Meet a Bad Fate If You Extrapolate: The Folly of Using Average P/Es	p. 159
  I've Fallen and I Can't Get Up: Mean Reversion and Turnarounds	p. 165
  Trench Cooperation: Considering Cooperation and Competition Through Game Theory	p. 171
  Great (Growth) Expectations: On the Limits of Corporate Growth	p. 176
  Diversify Your Mind: Thoughts on Organizing for Investing Success	p. 187
  From Honey to Money: The Wisdom and Whims of the Collective	p. 193
  Vox Populi: Using the Collective to Find, Solve, and Predict	p. 198
  A Tail of Two Worlds: Fat Tails and Investing	p. 203
  Integrating the Outliers: Two Lessons from the St. Petersburg Paradox	p. 209
  The Janitor's Dream: Why Listening to Individuals Can Be Hazardous to Your Wealth	p. 216
  Chasing Laplace's Demon: The Role of Cause and Effect in Markets	p. 221
  More Power to You: Power Laws and What They Mean for Investors	p. 229
  The Pyramid of Numbers: Firm Size, Growth Rates, and Valuation	p. 235
  Turn Tale: Exploring the Market's Mood Swings	p. 243
  Stairway to Shareholder Heaven: Exploring Self-Affinity in Return on Investment	p. 249
  Conclusion: The Future of Consilience in Investing	p. 255
  Table of Contents provided by Blackwell. All Rights Reserved.

기본정보

ISBN	9780231143721 ( 0231143729 )
발행(출시)일자	2007년 10월 18일
쪽수	320쪽
크기	162 * 236 * 29 mm / 594 g
총권수	1권
언어	영어