This is the eBook version of the printed book. This Element is an excerpt from What Would Ben Graham Do Now?: A New Value Investing Playbook for a Global Age (9780132173230) by Jeffrey Towson. Available in print and digital formats. How to adapt Ben Graham’s powerful value investing approach for the realities of today’s fast-shifting global markets. The world’s tallest building is in Dubai, its largest phone company in China, its richest person in Mexico. The first truly global century arrived much faster than anticipated–and it’s caught many smart investors flat-footed. Ben Graham’s core concept of intrinsic value remains the anchor for investing in this new world. But today’s general chaos presents growing challenges for traditional value methodology.
As originally conceived by the legendary Benjamin Graham, traditional value investing involves purchasing relatively stable stocks and companies at a percentage below their intrinsic value. But this approach contains many hidden, U.S.-centric assumptions that simply don’t work well in today’s high-growth emerging markets. In this book, leading global value investor Jeffrey Towson extends and modernizes value investing, helping you apply its core principles while you access tremendous opportunities available in today’s fastest-growing markets. Towson introduces the powerful Value Point system that grows out of his experience on the elite investing team selected by Prince Alwaleed, the "Arabian Warren Buffett." While retaining Graham’s relentless focus on price and quality, he shows how to integrate three crucial additional forms of value into your stock assessments: the value of political access in a government-infused investment world, the value of reputation in a world of colliding markets, actors and biases, and the value of capabilities in a multi-local world. Building on these techniques, Towson presents a complete investment playbook for the next five years. Next, he shows how to invest for the next twenty years—successfully navigating the titanic market collisions that will batter investors who aren’t prepared for them.
Following the success of their best-selling One Hour China Books, Peking University Professors Jonathan Woetzel and Jeffrey Towson are back with a collection of essays on China business ¿ and to detail four things everyone is getting wrong about China.In this one hour "speed read", the authors present +30 essays that make four main contrarian points:1) China needs smarter, not faster growth.2) Yes, Chinese consumers are rising. But they are changing even faster. And they are disrupting everything.3) China can innovate big time.4) At home and abroad, Chinese companies can beat you fair and square.
One hour with this book will make you an expert on business in China." - Dick Gephardt, Majority-Minority Leader, U.S. House of Representatives, 1989-2002 "Without question, the best 60 minutes you will spend on China." - Jonathan Anderson, Emerging Markets Advisors This is the China book for everyone - whether an expert or novice. It can be read in an hour and gives you most of what you need to know about China business today - and its increasing impact on the rest of the world. This "speed-read" book is the distilled knowledge of two Peking University business professors with over 30 years of experience on the ground in China and the emerging markets. According to authors Jeffrey Towson and Jonathan Woetzel, "if we had the undivided attention of someone from Ohio, Brighton or Lima for just one hour, this little book is what we would say." Author Jonathan Woetzel is a senior partner of McKinsey & Company. He opened McKinsey's Shanghai location in 1995 and has been resident since then. He currently the global leader of its Cities Special Initiative and the Asia-based Director of the McKinsey Global Institute. He has led many of the Firm's most significant projects in China including the first major international listing of a Chinese company and the development of the economic plans for the cities of Shanghai, Wuhan, Shenzhen, Xian and Harbin among others. He co-chairs the Urban China Initiative along with Tsinghua University and Columbia University to catalyze the next stage of China's urbanization. Author Jeffrey Towson is a private equity investor, professor and best-selling author. His area of expertise is developing economy investing and cross-border strategies - primarily US-China deals in healthcare and consumer products. He was previously Head of Direct Investments for Middle East North Africa and Asia Pacific for Prince Alwaleed, nicknamed by Time magazine the "Arabian Warren Buffett" and arguably the world's first private global investor.
3 breakthrough books deliver innovative global investing strategies for today’s radically new market environment Yesterday’s investment strategies won’t cut it any more! This Collection brings together innovative new approaches from three of this generation’s most successful investors: strategies you simply won’t find elsewhere! In Buying at the Point of Maximum Pessimism: Six Value Investing Trends from China to Oil to Agriculture, Lauren Templeton Capital Management’s D. Scott Phillipsreveals today’s secret for earning consistently outsized profits: In times of maximum pessimism, recognize your long-term opportunities, and pounce! Phillips identifies six powerful value investing themes for the 2010s: emerging areas of long-term growth that become even more compelling in volatile or bear markets. In What Would Ben Graham Do Now?: A New Value Investing Playbook for a Global Age, Jeffrey Towson modernizes value investing for high-growth emerging markets, introducing techniques he mastered working for Prince Alwaleed, the “Arabian Warren Buffet.” Building on Ben Graham’s classic focus on price and quality, he integrates crucial values of political access, reputation, and capabilities that are indispensable for modern global investing. Next, he presents practical investment “playbooks” designed to help you profitably navigate tomorrow’s titanic market collisions. Finally, in The Esoteric Investor: Alternative Investments for Global Macro Investors, Vishaal B. Bhuyanreveals immense new investment opportunities hidden in the coming age wave, pension crisis, and today's massive demographic, economic, and regulatory shifts. Discover how to profit from reverse equity transactions, surprising commodities, and longevity risk markets—the $24 trillion market you've never heard of! From world-renowned leaders in alternative global investment, including D. Scott Phillips, Vishaal B. Bhuyan,and Jeffrey Towson
Terence P. Jeffrey is a nationally syndicated opinion columnist for Creators Syndicate. This is a collection of the very best of Terence P. Jeffrey from 2014
The history of Oklahoma runs through the thousands of towns that sprang up in the wake of statehood and even before then—readable in the traces of bygone days, if you know what to look for. In Here Today, Jeffrey B. Schmidt conducts readers, armchair travelers and adventurers alike, through places that tell Oklahoma’s story: towns all but disappeared, waning, or persisting despite the odds. Part travelogue, part field guide, part history, the book—replete with photos, maps, and GPS coordinates—documents the rise and fall of one hundred of these towns, from the arrival of pioneers and settlers to the rise of buildings and businesses to the decline that came with natural disasters, manmade crises, and cultural change. Schmidt provides an enlightening look at what has made these towns work—the role of roads and railways, public schools and churches, community building and commerce, and, perhaps most significant, the official recognition that a post office conferred. He notes the oil strikes, coal mines, intriguing crimes, violent weather, and twists of fortune that played into the fate of each; points out the landmarks that still stand and the shadows of those that have succumbed to indifference, destruction, or the passage of time; and puts the story these towns tell into the larger context of westward expansion, Native American history, and, in the case of the many all-Black towns, discrimination and segregation. Whether visiting ghost towns or small towns that still draw on the power of rural resilience to survive and even thrive, Here Today offers a rare chance to travel through the state’s history before its remnants may be gone tomorrow. Representing the extraordinary extent of Schmidt’s research, legwork, and mining of archives and data sources, the book preserves for all time a vanishing vision of Oklahoma.
Tegan Braden, wounded during the attack on Pearl Harbor. Discharged because the army considered his injuries too serious for Tegan to ever be able to handle a high performance fighter. Tegan finds a way to fly in the war with the Royal Canadian Air Force in North Africa, performing well enough to be brought back into the United States Army Air Force. Tegan finds himself assigned to a fighter group with a self-serving chain of command. Tegan struggles to maintain his integrity under corrupt authority relying on the truth and his faith as a Christian. Trusting in God, Tegan finds himself able to fulfill his commitment to fight for his country and more. Fritz Wallerstadt, forced to fly for the Luftwaffe after the imprisonment of his father for violation of the Nazis’ anti-subversion law. Fritz is determined to survive the war he does not want to be a part of in order to search for his father. Every day he flies his plane into the teeth of overwhelming allied fighters trying to survive and stay away from being a Gestapo target while maintaining his faith as a Christian. These two “opponent” will collide over the skies of Germany.
Imperial Boredom offers a radical reconsideration of the British Empire during its heyday in the nineteenth century. Challenging the long-established view that the empire was about adventure and excitement, with heroic men and intrepid women eagerly spreading commerce and civilization around the globe, this thoroughly researched, engagingly written, and lavishly illustrated account suggests instead that boredom was central to the experience of empire. Combining individual stories of pain and perseverance with broader analysis, Professor Auerbach considers what it was actually like to sail to Australia, to serve as a soldier in South Africa, or to accompany a colonial official to the hill stations of India. He reveals that for numerous men and women, from explorers to governors, tourists to settlers, the Victorian Empire was dull and disappointing. Drawing on diaries, letters, memoirs, and travelogues, Imperial Boredom demonstrates that all across the empire, men and women found the landscapes monotonous, the physical and psychological distance from home debilitating, the routines of everyday life wearisome, and their work tedious and unfulfilling. The empire s early years may have been about wonder and marvel, but the Victorian Empire was a far less exciting project. Many books about the British Empire focus on what happened; this book concentrates on how people felt.
Metacognition is a set of active mental processes that allows users to monitor, regulate, and direct their personal cognitive strategies. Improving Student Information Search traces the impact of a tutorial on education graduate students’ problem-solving in online research databases. The tutorial centres on idea tactics developed by Bates that represent metacognitive strategies designed to improve information search outcomes. The first half of the book explores the role of metacognition in problem-solving, especially for education graduate students. It also discusses the use of metacognitive scaffolds for improving students’ problem-solving. The second half of the book presents the mixed method study, including the development of the tutorial, its impact on seven graduate students’ search behaviour and outcomes, and suggestions for adapting the tutorial for other users. Provides metacognitive strategies to improve students’ information search outcomes Incorporates tips to enhance database search skills in digital libraries Includes seminal studies on information behaviour
Judaism's Encounter with American Sports examines how sports entered the lives of American Jewish men and women and how the secular values of sports threatened religious identification and observance. What do Jews do when a society -- in this case, a team -- "chooses them in," but demands commitments that clash with ancestral ties and practices? Jeffrey S. Gurock uses the experience of sports to illuminate an important mode of modern Jewish religious conflict and accommodation to America. He considers the defensive strategies American Jewish leaders have employed in response to sports' challenges to identity, such as using temple and synagogue centers, complete with gymnasiums and swimming pools, to attract the athletically inclined to Jewish life. Within the suburban frontiers of post--World War II America, sports-minded modern Orthodox, Conservative, and Reform rabbis competed against one another for the allegiances of Jewish athletes and all other Americanized Jews. In the present day, tensions among Jewish movements are still played out in the sports arena. Today, in a mostly accepting American society, it is easy for sports-minded Jews to assimilate completely, losing all regard for Jewish ties. At the same time, a very tolerant America has enabled Jews to succeed in the sports world, while keeping faith with Jewish traditions. Gurock foregrounds his engaging book against his own experiences as a basketball player, coach, and marathon runner. By using the metaphor of sports, Judaism's Encounter with American Sports underscores the basic religious dilemmas of our day.
The Business of Winemaking places all facets of the wine business in perspective for investors, owners, and anyone else who is interested in how the wine business operates. Abundantly illustrated and written in a readily understandable style, the book addresses the technical rudiments of viticulture and enology and all of its related business actions: market analysis, vineyard and winery design, construction and equipment costs, regulatory and legislative issues, accounting and recordkeeping, financial analysis, tax considerations, typical salaries by geographical area, the minimum economic size of vineyards, the business plan, financing, product pricing, advertising, and sustainable farming and immigrant labor. This book features comprehensive case studies from 20 winery sites from coast to coast, making it an ideal resource for anyone wanting to better understand the inner workings of a successfully run winery.
Ronald Reagan’s victory in the 1980 presidential election marked a watershed moment in the history of the United States, heralding the triumph of the American conservative movement. Once a supporter of the New Deal, Reagan had come to symbolize the union of three diverse forms of conservatism—anti-communism, social traditionalism, and libertarianism—that were increasingly intertwined under the banner of the Republican Party. The unlikely development of this new conservative coalition was based upon the larger impacts of the civil rights movement in reshaping the dynamics of the Democratic and Republican parties, the social "backlash" of the Nixon era, the emergence of the religious right, and the economic and political crises that directly set the stage for Reagan’s stunning victory. In five original, engaging chapters, The 1980 Presidential Election shows how Reagan’s journey to the White House was connected to the wider transformations of post-1945 American history. Supplemented by a fresh collection of primary documents—including previously unpublished transcripts of Reagan’s radio addresses of the late-1970s—this book is an ideal introduction to the origins and impact of the American conservative movement.
The bestselling inspirational book in which the author reunites with a childhood football hero, now a minister and coach, and witnesses a revelatory demonstration of the true meaning of manhood—Season of Life is a book that “should be required reading for every high school student in America and every parent as well” (Carl Lewis, Olympic champion). Joe Ehrmann, a former NFL football star and volunteer coach for the Gilman high school football team, teaches his players the keys to successful defense: penetrate, pursue, punish, love. Love? A former captain of the Baltimore Colts and now an ordained minister, Ehrmann is serious about the game of football but even more serious about the purpose of life. Season of Life is his inspirational story as told by Pulitzer Prize–winning journalist Jeffrey Marx, who was a ballboy for the Colts when he first met Ehrmann. Ehrmann now devotes his life to teaching young men a whole new meaning of masculinity. He teaches the boys at Gilman the precepts of his Building Men for Others program: Being a man means emphasizing relationships and having a cause bigger than yourself. It means accepting responsibility and leading courageously. It means that empathy, integrity, and living a life of service to others are more important than points on a scoreboard. Decades after he first met Ehrmann, Jeffrey Marx renewed their friendship and watched his childhood hero putting his principles into action. While chronicling a season with the Gilman Greyhounds, Marx witnessed the most extraordinary sports program he’d ever seen, where players say “I love you” to each other and coaches profess their love for their players. Off the field Marx sat with Ehrmann and absorbed life lessons that led him to reexamine his own unresolved relationship with his father. Season of Life is a book about what it means to be a man of substance and impact. It is a moving story that will resonate with athletes, coaches, parents—anyone struggling to make the right choices in life.
A detailed historical analysis of popular music in American film, from the era of sheet music sales, to that of orchestrated pop records by Henry Mancini and Ennio Morricone in the 1960s, to the MTV-ready pop songs that occupy soundtrack CDs of today..
Prehospital Behavioral Emergencies and Crisis Response was designed to complement Jones & Bartlett Learning's Continuing Education series. This resource educates readers on the crisis and behavioral health issues of patients in the prehospital environment. Separated into three parts, coverage includes: the acute behavioral crisis, chronic mental health issues, and prehospital response. Prehospital Behavioral Emergencies and Crisis Response simplifies various types of diagnosed mental disorders such as mood, personality, eating, and sleeping, as well as schizophrenia and psychosis. This is a great resource for continuing education courses and is also appropriate for any basic, intermediate, or paramedic prehospital provider course. Important Notice: The digital edition of this book is missing some of the images or content found in the physical edition.
The first scholarly collection devoted to The Rocky Horror Picture Show, dissecting the film from diverse perspectives including gender and queer studies, disability studies, cultural studies, genre studies, and film studies.
Dooble Tongue' is an imaginative meditation on Robert Burns and Scottish poetry, as well as a book that engages and contests the customary assumptions and practices of literary criticism. Beginning with an examination of two contemporary Scottish poets, W.N. Herbert and Robert Crawford, and moving back in time to the Scottish Modernist master Hugh MacDiarmid, then further back to Burns himself, the study of the Scottish tradition is situated in a broad historical context. The focus throughout is on language (particularly Scots), more broadly vernacular literature in relation to culturally elite literary and critical modes- as well as on questions of literary nationalism and the cultural politics of poetic discourse.
The bestselling, powerful guide to help parents regain control over a defiant child or teenager, now revised and updated. Occasional clashes between parents and kids are not uncommon, but when behavior like tantrums, resistance to requests, and negativity becomes chronic, it can cause big problems. In 10 Days to a Less Defiant Child, psychologist Dr. Jeffrey Bernstein shares his groundbreaking program to help parents reduce conflict and end upsetting behaviors. Updated to address challenges that today's parents face, this go-to guide includes new information on the rise of defiant behavior due to negative Internet influences and social media pressures, and the effects of stress on family life. Dr. Bernstein explains what causes defiance in kids, teens, and even adult children, why it's so destructive to the family, and shows parents step-by-step how they can end the behavior--at home, at school, and everywhere in between. His proven ten-day strategies include: Leading with empathy to manage your own reactivity as well as your child's, and becoming your child's emotion coach to reduce feeling disrespected as a parent. Dealing with defiant behavior in an era loaded with increased day-to-day anxieties due to climate change, societal and school violence. Managing children's behavioral struggles within increasingly complex family structures and changing societal values. Seventeen Cooperative Connection-Building Games for families to foster openness, trust, communication, and collaborative problem-solving.
The popular, powerful guide to help parents regain control over a defiant child or teenager Occasional clashes between parents and children are not uncommon, but when defiant behavior-including tantrums, resistance to chores, and negativity-becomes chronic, it causes big problems within the family. In 10 Days to a Less Defiant Child, family and child psychologist Dr. Jeffrey Bernstein shares a groundbreaking ten-day program to help parents understand their child's behavior and regain control of their household. In this updated edition, parents will learn how to face new challenges, including defiance resulting from excessive technology use (even to the point of addiction) and the stress of modern family life. Dr. Bernstein explains what causes defiance in kids and why it's so destructive to the family, then offers parents a step-by-step guide on how to reduce conflict and end upsetting behaviors.
In this exciting, new edition of Supervision That Improves Teaching, the authors have taken their reflective clinical supervision process to a new level and focused on the demands that diversity and technology have placed on the supervision cycle. The authors recognize that if supervision of instruction is to be successful, we must address these needs. Therefore, they have built this third edition around the context of diversity within a technological environment. Our new scenarios describe teaching and learning dilemmas for English Language Learners. An additional case study also highlights English Language Learners within the context of "Critical Friends" groups and new observation tools center on the diversity of our schools. Finally, suggestions abound for use of the book within a technological environment - from blogs and wikis to strategies for teaching a hybrid or completely online course. Sullivan and Glanz have also addressed the dilemmas of preserving meaningful supervision in an era of high-stakes testing and local, state, and national standards. The authors′ reflective clinical supervision model encourages and prepares educators to be thoughtful collaborators in improving classroom instruction. And they have extended the options for teacher observation to a thorough but manageable set of tools for standards-based supervision. Outstanding additions to the third edition include: - New scenarios, cases and tools focus on the need for differentiated instruction for diverse and exceptional populations in the schools - Use of this book to evaluate the technological environment in schools in areas such as distance learning, online training, blogging and research - The authors draw a clearer distinction between evaluation and supervision in this 3rd edition - The timeline for the Supervision cycle in Chapter 1 has been updated and revised - Observation Instruments in Chapter 3 have been revised to be more reader and user friendly - Strategies and observation tools for maintaining reflective supervision in a standards-based environment This bestselling approach continues to offer interpersonal tools for initiating and providing feedback on classroom observations, alternative approaches to common supervision practices, and the tools necessary for present and future educational leaders to develop dynamic conversations about learning between and among educators-the essence of what effective supervision is really about.
From the vaudeville gyrations of New York Giants star pitchers Rube Marquard and Christy Mathewson, to Gene Kelly and Frank Sinatra as hoofing infielders in Take Me Out to the Ball Game, to the stage and screen versions of Damn Yankees, the connection between baseball and dance is an intimate, perhaps surprising one. Covering more than a century of dancing ballplayers and baseball-inspired dance, this entertaining study examines the connection in film and television, in theatrical productions and in choreography created for some of the greatest dancers and dance companies in the world.
Cheaters, gamblers, drugs, and violence. Sound like the latest action/adventure film? It is most likely playing in a stadium, ice rink, track field, basketball court, or ballpark near you. We're talking about the larger-than-life scandals that often surround and sometimes engulf the world of sports. Covering everything from the little leagues to college and professional sports, this indespensable book offers students an intriguing, readable guide to the most notorious scandals in American sports history. Each chapter focuses on a specific category of scandal, including race-related, gender-related, drug-related, violence-related, recruiting and academic-related, and coaching scandals. Insightful, in-depth entries offer and overview of the historical and cultural context, what occurred and who was involved, as well as the response to the scandal. Entries within chapters clearly outline the diversity of viewpoints surrounding the scandal as well as the associated ethical, moral, and legal issues. Highlighting why sport scandals matter to athletes, to coaches, to teams, to organizations, to the media, and to the public, this volume is an ideal resource for both ready reference and for reading cover-to-cover.
Operations Management: Managing Global Supply Chains takes a holistic, integrated approach to managing operations and supply chains by exploring the strategic, tactical, and operational decisions and challenges facing organizations worldwide. Authors Ray R. Venkataraman and Jeffrey K. Pinto address sustainability in each chapter, showing that sustainable operations and supply chain practices are not only attainable, but are critical and often profitable practices for organizations to undertake. With a focus on critical thinking and problem solving, Operations Management provides students with a comprehensive introduction to the field and equips them with the tools necessary to thrive in today’s evolving global business environment.
Strategic Management delivers an insightful and concise introduction to strategic management concepts utilizing a strong mix of real-world contemporary examples. Written in a conversational style, this product sparks ideas, fuels creative thinking and discussion, while engaging students with the concepts they are studying.
The first part of a sweeping two-volume history of the devastation brought to bear on Indian nations by U.S. expansion In this book, the first part of a sweeping two-volume history, Jeffrey Ostler investigates how American democracy relied on Indian dispossession and the federally sanctioned use of force to remove or slaughter Indians in the way of U.S. expansion. He charts the losses that Indians suffered from relentless violence and upheaval and the attendant effects of disease, deprivation, and exposure. This volume centers on the eastern United States from the 1750s to the start of the Civil War. An authoritative contribution to the history of the United States’ violent path toward building a continental empire, this ambitious and well-researched book deepens our understanding of the seizure of Indigenous lands, including the use of treaties to create the appearance of Native consent to dispossession. Ostler also documents the resilience of Native people, showing how they survived genocide by creating alliances, defending their towns, and rebuilding their communities.
Now in its third edition, American Military History examines how a country shaped by race, ethnicity, economy, regionalism, and power has been equally influenced by war and the struggle to define the role of a military in a free and democratic society. Organized chronologically, the text begins at the point of European conflict with Native Americans and concludes with military affairs in the early 21st century, providing an important overview of the military’s role on an international, domestic, social, and symbolic level. The third edition is fully updated to reflect recent developments in military policy and the study of military history and war and society, thus providing students a foundational understanding of the American military experience. This book will be of interest to students of American history and military history. It is designed to allow instructors flexibility in structuring a course.
Perry Hall Mansion, constructed c. 1775 as the country estate of Harry Dorsey and Prudence Carnan Gough, has long been considered one of the most historic structures in Baltimore County, Maryland. Nestled on a ridge overlooking the lush forest of the Gunpowder River Valley, the mansion has played host to a number of crucial events in both local history and the emergence of Methodism in the United States. Since its completion, the house has claimed 14 different principal owners, culminating with its transfer to public ownership in 2001. Each of the families who lived there left behind unique legacies. Materials contained in Perry Hall Mansion depict the evolving use of the building and grounds and demonstrate how this progression reflected changing conditions within Maryland generally.
In academia, the mantra "publish or perish" is more than a cliche. In most humanities fields, securing tenure proves impossible without at least one book under your belt. Yet despite the obvious importance of academic publishing, the process remains an enigma to most young scholars. In this helpful guide, a seasoned author offers essential advice for novice academic writers seeking publication. He explains why not all publications are equal, why e-books are not as widely respected as printed books in the academic world, how to schedule publications prior to tenure, how to spot a publishable idea, how to approach the right publisher, and a host of other useful tips that greatly increase one's chances of publication. By outlining a step-by-step approach to publishing, this indispensable manual removes much of the mystery surrounding an essential component of an academic career.
Thank you for visiting our website. Would you like to provide feedback on how we could improve your experience?
This site does not use any third party cookies with one exception — it uses cookies from Google to deliver its services and to analyze traffic.Learn More.