Contents
Introduction
vii
chapter one
Return to Fundamentals
(and an Accounting for the History of Investment Ideas)
1
chapter two
Anchoring on Fundamentals
(and How Accounting Supplies the Anchor)
35
chapter three
Challenging Market Prices with Fundamentals
(and Deploying Accounting for the Challenge)
64
chapter four
Accounting for Growth from Leverage
(and Protection from Paying Too Much for Growth)
82
