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Àâòîðèçàöèÿ |
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Ïîèñê ïî óêàçàòåëÿì |
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Cunningham L.A. — How To Think Like Benjamin Graham and Invest Like Warren Buffett |
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Ïðåäìåòíûé óêàçàòåëü |
Germany: social responsibility and 177
Gillette 107
Glass — Steagall Act 174 187 190
Gleick, James 36—37
Globalization 52 113 171—191
Globalization, accounting and 181—183 219
Globalization, capital markets and 186—187
Globalization, corporate governance and 172—176 183—184
Globalization, information and 188—189
Globalization, mergers and acquisitions 178—180 184—186
Globalization, orientation of board 195—200
Globalization, shareholder primacy and 172—176 180 189—190
Globalization, social responsibility and 176—179
Goethe, G.W.F 241
Goizueta, Roberto 113—114 150 235—241
Goldman Sachs 188
Goodwill 136—137 154
Graham, Benjamin 4—5 11 13—14 22 32 33 49 56 69 70—71 73 76 80—82 86 87 109 111 117 121 134 137 143—144 145 150—151 156—157 167 171 179 193 203—204 243—244
Greater fool theory 69
Gucci 107 185
H exponent 35—36
Hackworth, Michael 55
Half Movement, at General Electric 227
Hasbro 108 177
Hawkins, Mason 11
Hedge funds 15
Heineken 106
Hermes International 106
Hershey's 106 200
Hertz, Barry 79
HFS Inc. 166
Hixon, Robert 179
hoaxes 53—58
Hockey puck problem 38 47
Holding period 87
Home Depot 106 177
Honeywell 108
Hoover 112
Hostile takeovers 178—180 184—186 214—215
Hurst, H.E. 35—36
IBM 112 211
Implied cap rate 149
Income allocation 77—78
Index funds 73—74 99
Individual Retirement Accounts (IRAs) 76 77
Inflation, in valuation process 103 136
Information volatility 51—59
Information volatility, negative 52—59
Information volatility, positive 52
Informational efficiency 26
Infrastructure fortification, at Coca-Cola 238
Initial public offerings (IPOs) 8—9
Inside tips 56
Insider effect 11
Instinet 62
Integrated diversity, at General Electric 223 225 226
Intel 107
Intelligent Investor, The (Graham) 22 134
Interest rates: in valuation process 102
Interest rates: risk-free 102 141 142
International Accounting Standards Committee (IASC) 182
International Organization of Securities Commissions (IOSCO) 189
International Securities Exchange 187
Internet 8—9
Internet and Disney 232
Internet and General Electric 228—229
Internet, rise of 113
Internet, Webcasting 54
Interpretation of Financial Statements, The (Graham) 121
Intrinsic time 46—47
Inventory turnover 124—125
Investment banking 174 187 190
Island 62
Italy, mergers and acquisitions 185
iX (International Exchanges) 186—187
January effect 11
Japan: accounting and 181—182
Japan: corporate governance and 176 184
Japan: globalization and 185 187
Japan: information and 189
Japan: stock market bubble 9 84
JoAnn Fabrics 165
John Deere 106
Johnson & Johnson 75
Johnson Controls 107 108
Jordan, Michael 65
Jordan, Vernon 200
Joseph effect 46—47
Kendall, Maurice 18
Kenneth Cole 107
Keough, Donald 235
Keynes, John Maynard 11 13 25 26 87—88
Kimberly — Clark 107
Klatsky, Bruce 177
Knapp, Tom 11
KPMG 212
Kraft Foods 213
Lake Woebegon syndrome 117
Learning Company 213
Learning culture: at Coca-Cola 239—240
Learning culture: at General Electric 227 228
Leasco 153
Leeson, Nick 79—80
Lefevre, Edwin 56 82
Leverage 123—124 129 130
Levitt, Arthur 67 153—154 155—157 161 166 183
Limit cycle attractors 43
Linear testing 33—36
Liquidation value 135—136
Liquidity ratio 122—123
Lo, Andrew 25
Loeb, Gerald 11 13 14 65 75
London Stock Exchange 7
Long-term approach 86—88
Longleaf Partner Funds 11
Loomis, Carol 102
Lorenz, Edward 37—38
Loyalty, duty of 178
Lucent 106
LVMH Moet Hennessy Louis Vuittoi 185
Lyapunov exponents (LEs) 43—44
Lyapunov, Aleksandr 43—44
Lynch, Peter 13 14 65
MacKinley, A.Craig 25
Macroeconomic factors 100 103
Malkiel, Burton 12
Management discussion and analysis 105—106 119
Managerial integrity and ability 171—191
Managerial integrity and ability, accounting and 181—183
Managerial integrity and ability, capital markets and 186—187
Managerial integrity and ability, corporate governance and 172—176 183—184
Managerial integrity and ability, information and 188—189
Managerial integrity and ability, key components of 221—222
Managerial integrity and ability, mergers and acquisitions and 178—180 184—186 214—216
Managerial integrity and ability, shareholder primacy and 172—176 180 189—190
Managerial integrity and ability, social responsibility and 176—179. See also Chief executive officers
Mandelbrot, Benoit 45
Mannesmann 180 184—185 188
Margin trading 78—79 80
Market bubbles 8—10 81—86
Market capitalization 8—9
Market cycle 69 72
Market efficiency 64
Market makers, transaction volatility and 59—63
Market share 83—84 159
Market volatility 5—8 34
Marketwatch.com 53
Markowitz, Harry 28 29
Matching expenses and revenues 93—94
Materiality principle 155 160
| Mattel 108 213—214
Mazda 185
McDonald's 106 120
McGraw — Hill 194
MCI 106
McLuhan, Marshall 232
Mead 107 194
Mercury Finance 163—164
Mergers and acquisitions: accounting for 154—155
Mergers and acquisitions: defensive tactics in 214—215
Mergers and acquisitions: hostile takeovers 178—180 184—186 214—215
Mergers and acquisitions: offensive tactics in 212—214
Microsoft 114—116 121—130 133—136 141 147—148 174 211 216 217
MicroStrategy 153 166
Mitsubishi 185
Modern Portfolio Theory (MPT) 28—29 64 72
Momentum traders 5 21—22
Month effect 11
Motley Fool 54
Motorola 177
Munger, Charlie 11 14 32 49 134 150
Murphy, Tom 214
Mutual funds 99 177
Nabisco 113 185
NASDAQ 5—7 54 59 62 67 87 186 187
National Association of Corporate Directors(NACD) 197
National Association of Securities Dealers(NASD) 187
National Broadcasting Corporation (NBC) 114
National Securities Markets Improvement Act of 1996 182
National Student Marketing 153 164
Neff, John 11 14
Negative information volatility 52—59
Negative information volatility, accounting trickery and 52 153—167
Negative information volatility, pump-and-dump schemes 56—58
Negative information volatility, rumor-based "news" and 53—58
Negative information volatility, share repurchases and 52 216—217
NEI Webworld 56—58
Neoclassical economic model 31
Nestle 106
Net current assets 137
Netherlands: corporate governance and 175
Netherlands: mergers and acquisitions 185
Network Associates 208
New York Stock Exchange (NYSE) 3—4 5 7 59 62 78 186 187
News cycle 53
Newton, Isaac 37
Nike 107
Nile River Dam project 35
Nissan 182 185
Nixon, Richard 13
Noah effect 46—47
Noise theory 25—28 33—34
Nonlinear systems 31 33—36
Nordstroms 194
Nou — Raudom Walk Down Wall Street, A (Lo and MacKinlay) 25
Nunn, Sam 200
Olivetti 185
Om Gruppen 186
Omnigene Diagnostics 56
On-line brokers 61
Opportunity cost 77
options 79—81 208—212 216—217
Oracle 211
Order flow 60
Osaka Securities Exchange 187
Overconfidence 117 118
Ovitz, Mike 235
Owner orientation see Shareholder primacy
Pacioli, Luca 153
Packard, Norman 37
PaineWebber 185 187
PairGain Technologies 57
Palm 211
Papa John's Pizza 75
Paramount 179
Paribas 185
Park, Yun Soo Oh (Toyko Joe) 57—58
Pattern seeking 118
Pearson 162—163
Penguin 162—163
Penn Central 153
Pepsi 84 107 127
Perdue 112
Perdue, Frank 112
Perfect markets 22—23
Perot, Ross 225—226
Peters, Edgar 36 44—46
Pfizer 106
Phase portraits 38—43
Philips — Van Heusen Corporation 177
Phynance 36—46
Poincare, Henri 37
Point cycle attractors 43
Polaroid 177 211
Polo Ralph Lauren 107
Ponzi schemes 55
PPP approach, at Coca-Cola 237 241
Practical intelligence, at Coca-Cola 241
Predictors, The (Bass) 37
Present value 97—98
Price, Michael 13
Price, T.Rowe 13
Price/book ratio 147
Price/earnings (P/E) ratio 95—96 148—149
Price/sales ratio 147—148
Pricing discontinuity 46—47
Pricing persistency 46—47
Private Securities Litigation Reform Act of 1995 190
Privatization 184
Procter & Gamble 74—75 85 105 108 113 200
Profit margin 95 126—128
Proxy contests 203—204
Pump-and-dump schemes 56—58
Putnam Berkley 163
Q fever 4—5
Quality of income 131
Quick Market Intelligence (QMI), at General Electric 227
Quick ratio 122—123
Quigley Corporation 55
Raging Bull 54 57
Ralph Lauren 107
Random Walk Doom Wall Street, A (Malkiel) 12
Random walk model 17—22 31
Random walk model, correlation tests and 19—20
Random walk model, described 12—13
Random walk model, H exponent and 35—36
Random walk model, perfect market and 22—23
Random walk model, runs and 20
Random walk model, trading rules and 20—22
Random walk model, validity of 24 35
Random walk model, weak form efficiency and 23—25
Rate of return 95
Ratio analysis 119—132
Ratio analysis, current ratio 121—122
Ratio analysis, debt-to-equity ratio 123—124
Ratio analysis, inventory turns 124—125
Ratio analysis, price/book ratio 147
Ratio analysis, price/earnings ratio 95—96 148—149
Ratio analysis, price/sales ratio 147—148
Ratio analysis, profit margin 95 126—128
Ratio analysis, quick ratio 122—123
Ratio analysis, receivable turns 125—126
Ratio analysis, return on assets 129—131
Ratio analysis, return on equity 128
Ratio analysis, return on investment 128—129
Ratio analysis, working capital 120—121
Rebalancing, trader volatility and 63 64—65 66
Receivables turnover 125—126
Reebok 177
Renault 185
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