Available soon from Amazon.com and Lulu.com

"Price To Value. Intelligent Speculation Using the Decision Filters of Munger and Buffett"

 

http://frips.com/p2v.jpg

 

Available soon from Amazon.com and Lulu.com

"Price To Value. Intelligent Speculation Using the Decision Filters of Munger and Buffett"

 

 

 

TABLE OF CONTENTS

 

INTRODUCTION

CHAPTER ONE:   UNDERSTANDING DECISION FRAMING

CHAPTER TWO:   ADVANTAGES AND DISADVANTAGES

CHAPTER THREE:   PEOPLE

CHAPTER FOUR:   PRICE AND VALUE

CHAPTER FIVE:  CATALYSTS AND CONDITIONS

CHAPTER SIX:  TWO EXAMPLES

CHAPTER SEVEN:  PHIL CARRET’S IDEAS







“Price To Value” is about Intelligent Speculation. It’s about utilizing the amazing "Decision Filters" of Charlie Munger and Warren Buffett.  These “filters” offer you and me the opportunity to enhance our decision framing and decision making skills in both investing and speculation. How can we use this framework to improve our speculative decision making? We can use it to help us separate fact from fiction.  Readers will benefit from this material if it stimulates better thinking into the most important factors crucial to decision making.  I suspect that these decision framing ideas can be applied across different asset classes.  First, it presents the four investing decision filters in simplified terms.  Then, it extends these ideas by looking into the intelligent speculation ideal described by Benjamin Graham in his tenth lecture of 1946.