Evan L. Jones

Active Investing in the Age of Disruption


Скачать книгу

by decile 1998 to 2018; ...FIGURE 6.2 Five-year 1,000 bps excess return performance scenario

      7 Chapter 8FIGURE 8.1 US Oil Services index 1997 to October 2019FIGURE 8.2 Management and company size

      8 Chapter 9FIGURE 9.1 Predictive power of valuation over time 1987 to June 2019FIGURE 9.2 Nike three-year return on equity 2010 to October 2019FIGURE 9.3 Nike owner's cash flow yield analysisFIGURE 9.4 Equity risk premium and ten-year Treasury 2000 to October 2019FIGURE 9.5 Nike equity price and price target channel 2008 to October 2019FIGURE 9.6 Nike equity price and price target channel plus EV/EBITDA multipl...

      9 Chapter 10FIGURE 10.1 Number of M&A transactions and number of US publicly listed comp...FIGURE 10.2 S&P 500 trailing 12-month net stock buyback activity 1998 to Oct...

      10 Chapter 11FIGURE 11.1 Concentration, risk, and alpha analysisFIGURE 11.2 Diversification, alpha, volatility, and win/loss relationshipsFIGURE 11.3 Exposure limit structureFIGURE 11.4 Historic volatility of S&P 500, Johnson & Johnson, Goldm...FIGURE 11.5 Portfolio net asset value structure

      11 Chapter 12FIGURE 12.1 Russell 3000 drawdowns by month 2009 to October 2019FIGURE 12.2 Long 3% NAV monthly rebalance as stock drops and then recovers e...FIGURE 12.3 Short 3% NAV adding exposure on the way up exampleFIGURE 12.4 Short 3% NAV monthly rebalance as stock drops and then recovers ...FIGURE 12.5 Abercrombie & Fitch (ANF) short example 2009 to Q3 2019FIGURE 12.6 Russell 3000 price/sales multiples by decile

      Guide

      1  Cover

      2 Table of Contents

      3  Begin Reading

      Pages

      1  iii

      2  iv

      3  vii

      4  ix

      5  xi

      6  xii

      7  xiii

      8  xiv

      9  1

      10  3

      11  4

      12  5

      13  6

      14 7

      15  8

      16  9

      17  10

      18  11

      19  12

      20  13

      21  14

      22  15

      23  16

      24  17

      25  18

      26  19

      27  20

      28  21

      29  22

      30  23

      31  24

      32  25

      33  26

      34  27

      35  28

      36  29

      37  30

      38  31

      39  32

      40  33

      41  34

      42  35

      43  36

      44  37

      45  38

      46  39

      47  40

      48  41

      49  42

      50