Whitman M.J., Shubik M. The aggressive conservative investor

John Wiley & Sons, Inc., 2006. — 486 p.The Approach
An Overview
The Financial-Integrity Approach to Equity InvestingThe Uses and Limitations of Fundamental Analysis and Technical Analysis
The Significance of Market Performance
Modern Capital Theory
Risk and UncertaintyDisclosures and Information
Following the Paper Trail
Financial Accounting
Generally Accepted Accounting PrinciplesThe Financial and Investment Environment
Tax Shelter (TS), Other People’s Money (OPM),
Accounting Fudge Factor (AFF) and Something off the Top (SOTT)
Securities Analysis and Securities Markets
Finance and BusinessTools of Securities Analysis
Net Asset Values
Earnings
Roles of Cash Dividends in Securities Analysis and Portfolio Management
Shareholder Distributions, Primarily from the Company Point of View
Losses and Loss Companies
A Short Primer on Asset-Conversion Investing: Prearbitrage and PostarbitrageAppendixes—Case Studies
Introduction to Appendixes I and II
The Use of Creative Finance to Benefit
Controlling Stockholders—Schaefer Corporation
Creative Finance Applied to a Corporate Takeover—Leasco Data Processing Company
A Guide to SEC Corporate Filings—What They Are/What They Tell You
(Reprinted Courtesy of Disclosure Incorporated)
Examples of Variables Using the Financial-Integrity Approach—Pro and Con