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The Investing Oasis
Contrarian Treasure in the Capital Markets Desert
J. T. Mason (Author)
9781119871088, Wiley
Hardback, published 24 October 2022
384 pages
23.1 x 15 x 3.8 cm, 0.567 kg
A guided journey revealing hidden values and buried treasures while negotiating the investing landscape. A metaphorical journey through the hot, shifting sands of the capital markets ‘desert’ to awaken readers to the urgency of the "Behavior Gap"—a chronic gap of under-performance relative to the markets experienced by investors worldwide. This is a roadmap of portfolio management concepts and contrarian tactics that can turn misbehaviors, undue risks, and short-term gambles into longer-term strengths. Through 27 chapters and four tiers, the author progressively introduces more powerful tools & techniques used in the founding and ongoing management of the Oasis Growth Fund, a North American Hedge Fund.
About the Author xi List of Abbreviations xiii Introduction xv Foundation 1 Chapter 1: Eyes Wide Open 3 Chapter 2: Choosing the Right Path 13 Chapter 3: Risk 101 31 Chapter 4: Setting the Asset mix 45 Chapter 5: Firming Our “Backbone” 59 Chapter 6: The Case for a Planner/Advisor 69 Foundation Comments 83 The Investing Oasis: Tier 1 85 Chapter 7: The Oasis Growth Fund (OGF) Model 87 Chapter 8: Stock Selection: Quantitative Filters 97 Chapter 9: Stock Selection: Brains and the Brawn 111 Chapter 10: Stock Selection: Qualitative Filters 119 Chapter 11: Stock Selection: 3+ Degrees of Diversification 131 Chapter 12: Portfolio Construction: Equal- Weighting a Portfolio 145 Chapter 13: Beware Those Temptations 153 Tier 1 Summary 161 The Investing Oasis: Tier 2 163 Chapter 14: The Buy- in 165 Chapter 15: Contrarian Rebalancing 183 Chapter 16: A Hidden Well of Income 193 Tier 2 Summary 203 The Investing Oasis: Tier 3 205 Chapter 17: Warren B – The Ultimate Contrarian 207 Chapter 18: Contrarian Cash and Leverage 213 Chapter 19: Digging for Buried Treasures 227 Chapter 20: Emotion-free Selling 247 Tier 3 Summary 255 The Investing Oasis: Tier 4 257 Chapter 21: “Storm” Forecasting 259 Chapter 22: “Rounding Up the Camels” 267 Chapter 23: Portfolio Protection 281 Tier 4 Summary 301 Chapter 24: Putting It All Together 303 Chapter 25: The Next- Gen Financial System 311 Chapter 26: A Case for Active Management 321 Chapter 27: Tools and Resources 325 About the Website 333 Index 335
Subject Areas: Finance & accounting [KF]
