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Book Description

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, includingD. Scott Phillips, Vishaal B. Bhuyan,andJeffrey Towson

Table of Contents

  1. Title Page
  2. Buying at the Point of Maximum Pessimism
    1. Copyright Page
    2. Contents
    3. Praise for Buying at the Point of Maximum Pessimism
    4. Foreword
    5. Acknowledgments
    6. About the Author
    7. Introduction
    8. Chapter 1. The Fed Sentences the Consumer to Debtor’s Prison
    9. Chapter 2. The Biggest Gamblers Go “All In” on the Housing Bet
    10. Chapter 3. Financial Chaos
    11. Chapter 4. Quis Custodiet Ipsos Custodes?
    12. Chapter 5. A New Landscape for Investors
    13. Chapter 6. China: Ready for Prime Time
    14. Chapter 7. Proteins and Agribusiness: Billions and Billions to Be Served
    15. Chapter 8. Formula for Success: Rise Early, Work Hard, Strike Oil
    16. Chapter 9. An All-Too-Common Tragedy
    17. Chapter 10. What Happens When 700 Million Students Want Extra Help?
    18. Chapter 11. A Rare Opportunity
    19. Financial Times Press
    20. Index
  3. What Would Ben Graham Do Now?
    1. Copyright Page
    2. Contents
    3. Praise for What Would Ben Graham Do Now?
    4. Acknowledgments
    5. About the Author
    6. Preface
    7. 1. Introduction
    8. 2. Rethinking Value in a Global Age
    9. 3. Value Point
    10. 4. Investing in Politicized Markets
    11. 5. How Political Access Adds Value
    12. 6. The World Is Biased
    13. 7. The Profits and Perils of Reputation
    14. 8. Capability Deals in Theory
    15. 9. Capability Deals in Practice
    16. 10. Global Tycoons, Value Tanks, and Other “Go for the Jugular” Strategies
    17. 11. It’s Still About Price and Quality
    18. 12. A Global Investment Playbook
    19. 13. After Markets Collide: The Next Twenty Years
    20. Notes
    21. Index
    22. Financial Times Press
  4. The Esoteric Investor
    1. Copyright Page
    2. Table of Contents
    3. Acknowledgments
    4. About the Author
    5. Introduction
    6. Part I. Investing in Demographics
      1. 1. Building the Demographic Framework
      2. 2. Longevity and Mortality Risk Markets
      3. 3. Reverse Equity Transactions
    7. Part II. The Tuna Trade
      1. 4. The Bluefin Tuna
      2. 5. Tsukiji Fish Market
      3. 6. Fishing for Maguro
    8. Part III. Blue Gold
      1. 7. Water: Who Has It, and Who Doesn’t
      2. 8. Mimicking the Water Cycle: Making Water Potable
      3. 9. The Politics and Geopolitics of Water
      4. 10. Investment Implications and Opportunities
    9. Bibliography
    10. Index
    11. Financial Times Press