Forum Archive Index - May 2001

["Philip Robinson" <robph639@student.otago.ac.nz>]

Hey Punters,

 

I was looking in Dymocks Lambton Quay and I saw this A4 book "The Buffettology Workbook" by Mary Buffet, the Author of the guru book Buttettology. It looks really good and practical. I got it, the contents looks like this:

 

Part I: Understanding Value Investing

1) Short-sightedness and the Bad News Phenomenon

2) Identifying the economic engine warren wants to own

3) Identifying the sick/commodity type business

4) The healthy business: The consumer monopoly

5) Determining if the Business Has A consumer Monopoly

6) Where to Look for a consumer monopoly

7) The Bad News that Creates a buying Situation

 

Part II: Warren Buffet's Intrinsic Value Equations

8) Finding the Company and the Numbers

9) Financial Calculation #1: Predictability of Earnings at a Glance

10) Financial Calculation #2: A test to determine your Initial rate of return

11) Financial Calculation #3: Test for Determining the per share growth Rate

12) Financial Calculation #4: Relative value to treasury bonds

13) Financial Calculation #5: Understanding Warren's Preference for Companies That earn High rates of Return on Shareholder' Equity

14) Financial Calculation #6: Determining the projected Annual compounding rate of return: Part I

15) Determining the projected Annual compounding rate of return: Part II

16) Financial Calculation #7: The equity/bond with an expanding coupon

17) Financial calculation #8: Using the Per Share Earnings & Annual Growth rate to project an Investment's compounding rate of return

18) Financial Calculation #9: Why Warren Loves Stock repurchase progames, or, How can a company increase its shareholder's fortunes by buying back the companies stock

19) Financial Calculation #10: How to Determine if Per Share Earnings Are Increasing Because of Share Repurchases

20) Financial Calculation #11: How to Measure Management's Ability to Utilize Retained Earnings

21) Financial Calculation #12: The Internet and Warren's Short-Term Arbitrage Commitments

22) Doing it Yourself: Buffetology Worksheet

23) Bringing It All Together: Case Studies

 

Cheers

Phil