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The Most Important Thing: Uncommon Sense for the Thoughtful Investor resources

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viii C O N T E N T S 9 Awareness of the Pendulum 73 10 Combating Negative Infl 80 uences 11 Contrarianism 91 12 Finding Bargains 100 13 Patient Opportunism 107 14 Knowing What You Don’t Know 116 15 Having a Sense for Where We Stand 124 16 Appreciating the Role of Luck 133 17 Investing Defensively 141 18 Avoiding Pitfalls 153 19 Adding Value 166 20 Pulling It All Together 173

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