| |
|
|
|
|
|
|
|
|
1. |
Record Nr. |
UNINA9910830638203321 |
|
|
Autore |
Thomas Rawley <1946-> |
|
|
Titolo |
ValuFocus investing [[electronic resource] ] : a cash-loving contrarian way to invest in stocks / / Rawley Thomas with William F. Mahoney |
|
|
|
|
|
|
|
Pubbl/distr/stampa |
|
|
Hoboken, N.J., : John Wiley & Sons, 2012 |
|
|
|
|
|
|
|
ISBN |
|
1-119-20336-8 |
1-283-64592-0 |
1-118-28623-5 |
|
|
|
|
|
|
|
|
Edizione |
[1st edition] |
|
|
|
|
|
Descrizione fisica |
|
1 online resource (386 p.) |
|
|
|
|
|
|
Collana |
|
|
|
|
|
|
Altri autori (Persone) |
|
|
|
|
|
|
Disciplina |
|
|
|
|
|
|
|
|
Soggetti |
|
Stocks - Prices |
Value investing |
Corporations - Valuation |
Investment analysis |
|
|
|
|
|
|
|
|
Lingua di pubblicazione |
|
|
|
|
|
|
Formato |
Materiale a stampa |
|
|
|
|
|
Livello bibliografico |
Monografia |
|
|
|
|
|
Note generali |
|
|
|
|
|
|
Nota di bibliografia |
|
Includes bibliographical references and index. |
|
|
|
|
|
|
Nota di contenuto |
|
Valu Focus Investing; Contents; Preface; Acknowledgments; Section 1 The LCRT Investment Process; Chapter 1 Introducing Our Investment Process; Key Takeaways; Chapter 2 A Better Way to Invest in Stocks; Put the Focus in the Right Place: On a Company's Fundamental Value; We Bring You an Improved Methodology; Basing Decisions on Under- and Overvaluation by the Market; The Key: Recognizing the Inflection Points; Looking at Our Model; Key Takeaways; Chapter 3 Advantages of Economic, Cash-Based Modeling; Key Takeaway; Chapter 4 Analyzing Mental Models; Key Takeaways |
Chapter 5 The Value Creation ProcessCost of Capital and Company Return on Capital; The Importance of Adjusting for Inflation; Where We Are Going; Key Takeaways; Chapter 6 The Corporate Perspective; The Focus for Both Constituencies: Value Creation; Earnings Are the Wrong Measure; Executive Compensation; Creating an Information Advantage; Key Takeaways; Section 2 A Brief History of Investing and Modeling; Chapter 7 Relevant Market History of Investing; Start with Concepts of Risk and Uncertainty; Migrate toward Value and Market Inefficiency; |
|
|
|
|
|
|
|
|
|
|
|
Enter Modern Portfolio Theory |
An Emphasis on Earnings, PlusLeading to Multifactor Modeling; Finding the Right Factors; Dissecting a Multifactor Model; Key Takeaways; Chapter 8 Interpreting Market History; Market Is Dealing with Price Change, Not Price Level; Bringing History Up to Now; Back to Earnings: Why They Still Prevail; Key Takeaways; Section 3 Brief Discussions of Various Investing Methods; How Best to Combine Investing Methods with LCRT's Models; Chapter 9 Do Stocks Have Intrinsic Value?; Basing Investment Decision on Intrinsic Value; Value Assets on Economic Basis; Estimating Intrinsic Value through a DCF Model |
Key TakeawaysChapter 10 The Pros and Cons of Various Methods and Models; Why Price Level Matters; Why Use Analysts' Traditional Cash Flow Forecasts. Why Not.; Why Use Dividends to Value Stocks. Why Not.; Why Use the Simplest Model, EBITDA. Why Not.; Why Use Earnings. Why Not.; Why Use Price Level from Regression Analysis. Why Not.; Why Use Net Free Cash Flow. Why Not.; Why Use Residual Income or EVA.® Why Not.; Why Use Cash Flow ROI, CFROI,® Economic Cash Margin, or Cash Economic Return. Why Not.; Chapter 11 Suppose You Love Your Current DCF Model; Dividend Discount Models |
EVA® or Residual Income ModelsCFROI® or Cash Economic Return Models; Regression Models of Price Level; Multifactor Models; Section 4 Explaining LCRT's Conceptual Framework in Detail; Chapter 12 Our Approach; Differences between Intrinsic Value and Market Value Approaches; Explaining Value; Attacking the Old Ways; Modeling on Economic Fundamentals, Not Accounting Mumbo-Jumbo; The Intricacies of the Price Formation Process; The Foundation Is Intrinsic Value; We're Fighting Standard Practices, but We Can Win; Key Takeaways; Chapter 13 Focusing on Price Formation; Be Proactive, Not Reactive |
Building a Price Formation Process |
|
|
|
|
|
|
Sommario/riassunto |
|
A must-read book for investors who prefer to pick stocks based on cash flow facts, not on media hype and fiction How to Pick a Stock is written for the contrarian investor who wants an investing method that is based on cash flow facts, not on media hype and speculative impulse. This book combines an accessible presentation of a contrarian investment model and the ValuFocus tool that offers a highly studious, detailed explanation of understanding a company's true intrinsic value. If you can calculate a company's intrinsic value on the basis of knowing if the market is currentl |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2. |
Record Nr. |
UNINA9910845099103321 |
|
|
Autore |
Rocha Ana Paula |
|
|
Titolo |
Agents and Artificial Intelligence : 15th International Conference, ICAART 2023, Lisbon, Portugal, February 22–24, 2023, Revised Selected Papers / / edited by Ana Paula Rocha, Luc Steels, Jaap van den Herik |
|
|
|
|
|
|
|
Pubbl/distr/stampa |
|
|
Cham : , : Springer Nature Switzerland : , : Imprint : Springer, , 2024 |
|
|
|
|
|
|
|
ISBN |
|
|
|
|
|
|
|
|
Edizione |
[1st ed. 2024.] |
|
|
|
|
|
Descrizione fisica |
|
1 online resource (507 pages) |
|
|
|
|
|
|
Collana |
|
Lecture Notes in Artificial Intelligence, , 2945-9141 ; ; 14546 |
|
|
|
|
|
|
Altri autori (Persone) |
|
SteelsLuc |
van den HerikJaap |
|
|
|
|
|
|
|
|
Disciplina |
|
|
|
|
|
|
Soggetti |
|
Artificial intelligence |
Computer science |
Computers |
Computers, Special purpose |
Computer networks |
Image processing - Digital techniques |
Computer vision |
Artificial Intelligence |
Theory of Computation |
Computing Milieux |
Special Purpose and Application-Based Systems |
Computer Communication Networks |
Computer Imaging, Vision, Pattern Recognition and Graphics |
|
|
|
|
|
|
|
|
Lingua di pubblicazione |
|
|
|
|
|
|
Formato |
Materiale a stampa |
|
|
|
|
|
Livello bibliografico |
Monografia |
|
|
|
|
|
Nota di contenuto |
|
Agents -- Bees, Bats and Glowworms: Swarm Algorithms for Optimizing Industrial Plants from the Bottom-Up -- Estimating the Spread of COVID-19 Due to Transportation Networks Using Agent-Based Modeling -- Dealing with the Unpredictability of Physical Resources in Real-World Multi-Agent Systems -- Coalition Alternating-Time Temporal Logic: A Logic to Find Good Coalitions to Achieve Strategic Objectives -- Holonic Energy Management Systems: Towards |
|
|
|
|
|
|
|
|
|
|
|
Flexible and Resilient Smart Grids -- Artificial Intelligence -- Predictive Explanations for and by Reinforcement Learning -- Effects of Feature Types on Donor Journey -- Data-Efficient Offline Reinforcement Learning with Approximate Symmetries -- Dynamic Communities: A Novel Recommendation Approach for Individuals and Groups -- Towards Improving Multivariate Time-Series Forecasting Using Weighted Linear Stacking -- Study on LSTM and ConvLSTM Memory-Based Deep Reinforcement Learning -- Spatial Representation and Reasoning About Fold Strata: A Qualitative Approach -- Ranking-Based Partner Selection Strategy in Open, Dynamic and Sociable Environments -- Weight Re-Mapping for Variational Quantum Algorithms -- Effective Adaptive Strategy Selection Using Extended Fine-Tuning and CNN-Based Surrogate Model in Repeated-Encounter Bilateral Automated Negotiation -- A Novel Bagged Ensemble Approach for Accurate Histopathological Breast Cancer Classification Using Transfer Learning and Convolutional Neural Networks -- UTP: A Unified Term Presentation Tool For Clinical Textual Data Using Pattern-Matching Rules and Dictionary-Based Ontologies -- Fault Tolerant Robust Adaptive Workload Orchestration in Pure Edge Computing -- Exploring Narrative Economics: An Agent-Based Co-Evolutionary Model Featuring Nonlinear Continuous-Time Opinion Dynamics -- GaSUME: A BERT-Covered Genetic Algorithm for Text Summarization -- Segmented Glioma Classification Using Radiomics-Based Machine Learning: A Comparative Analysis of Feature Selection Techniques -- RDC-Repair: Towards a Relevance-Driven Approach for Data and Constraints Repair -- Developing Image-Based Classification Techniques to Analyse Customer Behaviour. |
|
|
|
|
|
|
Sommario/riassunto |
|
This book contains the revised and extended versions of selected papers from the 15th International Conference on Agents and Artificial Intelligence, ICAART 2023, held in Lisbon, Portugal, during February 22–24, 2023. The 23 full papers included in this book were carefully reviewed and selected from 306 submissions. The conference was organized in 2 tracks as follows: One track focuses on Agents, Multi-Agent Systems and Software Platforms, Distributed Problem Solving and Distributed AI in general. The other track focuses mainly on Artificial Intelligence, Knowledge Representation, Planning, Learning, Scheduling, Perception Reactive AI Systems, and Evolutionary Computing and other topics related to Intelligent Systems and Computational Intelligence. |
|
|
|
|
|
|
|
| |