Preface
1.The Return of Common Sense
2.Andy Stephens: Lead Portfolio Manager, Artisan Mid Cap Fund
3.Bill Nygren: Lead Portfolio Manager, Oakmark Select Fund, Oakmark Fund
4.Christopher CDavis: Portfolio Manager, Selected American Shares
5.Bill Fries: Portfolio Manager, Thornburg Value Fund, Thornburg International Value Fund
6.John Calamos Sr.: Portfolio Manager, Calamos Growth Fund
7.Five Common Principles of the Professionals
8.The Artist Meets the Technician: Developing an Investment Philosophy and Process
9.Finding the Blue Light Specials
10.Valuing Stocks
11.A Big Value in an Orange Box
12.PEs, PEGs, and IRRs
13.Just Do It!
Appendix 1: Investment Resources
Appendix 2: Stock Investment Screen
Notes
About the Author
Index