Simple Investing Strategy for Beginners: Trade Winning Stocks 4 Times a Year

Expectations Investing by Michael J. Mauboussin and Alfred Rappaport offers a unique approach to evaluating stock prices by focusing on the gap between price and value. Rather than traditional methods of assessing a company's value, the authors suggest starting with the known quantity of the stock price and analyzing what it implies for future financial performance.

By understanding how to interpret expectations, investors can better gauge the likelihood of revisions to these expectations and make more informed decisions about buying or selling stocks. Mauboussin and Rappaport provide a comprehensive framework for strategic and financial analysis, tracing value creation from the triggers that impact a company's performance to the drivers of its value.

This approach allows practitioners of expectations investing to evaluate stocks across different sectors and geographies more effectively than those who rely on standard methods. The book also offers valuable insights for managers looking to align their company's strategy with shareholder expectations.

In this revised and updated edition, readers will find new examples and case studies that reflect the latest changes in accounting and the business environment. Expectations Investing remains a powerful tool for investors and managers seeking to make well-informed decisions in today's dynamic markets.

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