1 THE UNREASONABLE MAN
Lesson 1
Lesson 2
A Better Yardstick
Lesson 3
The Search for Patterns
Why Has Wall Street Ignored
Warren Buffett?
A DiffErent Way of Thinking
2 THE WORLD'S GREATEST INVESTOR
Investment Beginnings
The Buffett Partnership, Ltd.
The Early Days of Berkshire Hathaway
The Insurance Business
A Mosaic of Other Businesses
The Man and His Company
3 LESSONS FROM THE THREE WISE
MEN OF FINANCE
Benjamin Graham
Philip Fisher
Charlie Munger
A Blending of Influeces
4 GUIDELINES FOR BUYING A BUSINESS:TWELVE IMMUTABLE TENETS
Business Tenets
Management Tenets
Financial Tenets
Market Tenets
The Coca-Cola Company
The Intelligent Investor
5 FOCUS INVESTING: THEORY AND MECHANICS
Focus Investing: The Big Picture
Do the Math
Modern Portfolio Theory
6 MANAGING YOUR PORTFOLIO:THE CHALLENGE OF FOCUS INVESTING
John Maynard Keynes
Charles Munger Partnership
Sequoia Fund
Lou Simpson
Three Thousand Focus Investors
A Better Way to Measure Performance
Two Good Reasons to Move Like
a Sloth
Fair Warning Label
7 THE EMOTIONAL SIDE OF MONEY
The Temperament of a True Investor
8 MEW OPPORTUNITLES,TIMELESS PRINCIPLES
NOTES
ACKNOWLEDGMENTS
INDEX