Acknowledgments xi
Introduction 1
Chapter 1 The Legends I Have Met: A Behind the Scenes Look at What Makes a Legend 5
Wanted: The Truly Successful and the Truly Interesting 7
Tying the Common Threads Together—The Portrait of the Perfect Investor 16
Chapter 2 Follow the Money: The Ugly Reality of Whale Watching 19
Chapter 3 The Glass Ceiling of Performance: Renée Haugerud 35
Puts and Calls and Corn 36
A Feel for Trading 39
Commodities as Mover and Shaker 42
Managing Risk 48
Renée Haugerud’s Big Win: The Three-Instrument Trade 49
Chapter 4 The Boom Goes Bust: James S. Chanos 59
A Fan of the Facts 61
The Baldwin-United Short 64
Short Seller Supreme 67
Doggedly—and Successfully—Cynical 68
The China Short 70
Chapter 5 Digging Deep, Coming Up Big: Lee Ainslie 83
Nurturing a Tiger Cub 84
Apprentice to Journeyman to Master 86
Mapping Maverick 88
The Cognizant Big Win: Challenging Conventional Wisdom with Research 93
Chapter 6 small caps, BIG GAINS: Chuck Royce 109
On the Not-So-Fast Track 113
Reaping Value 118
RBA: A Classic Big Win in the Royce Style 125
Chapter 7 The Prophet of a Profitable Vision: A. Alfred Taubman 133
Native Wolverine 134
Big Wins: The Enclosed Mall and the Irvine Ranch 136
Core Competency 139
Defeating Threshold Resistance 142
The Process 146
Chapter 8 The Twenty-First Century Belongs to China—and Commodities: James Beeland Rogers Jr. 153
Easy Rider Explores the World 156
A Father’s Gift 159
Bullish on China 160
The Commodities Connection 162
Chapter 9 Opportunity is Where You Find It: R. Donahue Peebles 171
No Limitations 172
Finding the Deal 177
On the Beach 179
The Peebles Way to a Win 181
Chapter 10 Finding Value in Junk: Martin J. Whitman 193
Educational Value Added: On-the-Job Training 195
Solo 197
The More You Know . . . 200
Bringing the Carcass Back to Life 201
Conclusion: So There You Have It . . . 211
About the Author 215
Index 217
STEPHEN L. WEISS is a twenty-five-year veteran of Wall Street and the Managing Partner of Short Hills Capital Partners, LLC. An active investor, markets expert, and public speaker, he is also a CNBC contributor, appearing regularly on Fast Money and Fast Money Halftime Report. Weiss is the author of The Billion Dollar Mistake: Learning the Art of Investing Through the Missteps of Legendary Investors (Wiley), which has been translated into Chinese, Japanese, and Korean versions.
|
Ask a Question About this Product More... |
|
