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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
Buying at the Point of Maximum Pessimism: Six Value Investing Trends from China to Oil to Agriculture
Foreword xiii
Acknowledgments xv
About the Author xvi
Introduction 1
Chapter 1: The Fed Sentences the Consumer to Debtor’s Prison 7
Chapter 2: The Biggest Gamblers Go “All In” on the Housing Bet 35
Chapter 3: Financial Chaos 53
Chapter 4: Quis Custodiet Ipsos Custodes? 71
Chapter 5: A New Landscape for Investors 101
Chapter 6: China: Ready for Prime Time 117
Chapter 7: Proteins and Agribusiness: Billions and Billions to Be Served 141
Chapter 8: Formula for Success: Rise Early, Work Hard, Strike Oil 165
Chapter 9: An All-Too-Common Tragedy 201
Chapter 10: What Happens When 700 Million Students Want Extra Help? 217
Chapter 11: A Rare Opportunity 241
Index 257
What Would Ben Graham Do Now? A New Value Investing Playbook for a Global Age
Acknowledgments xv
About the Author xvi
Preface xvii
Chapter 1: Introduction 1
Chapter 2: Rethinking Value in a Global Age 17
Chapter 3: Value Point 45
Chapter 4: Investing in Politicized Markets 67
Chapter 5: How Political Access Adds Value 87
Chapter 6: The World Is Biased 107
Chapter 7: The Profits and Perils of Reputation 125
Chapter 8: Capability Deals in Theory 145
Chapter 9: Capability Deals in Practice 169
Chapter 10: Global Tycoons, Value Tanks, and Other “Go for the Jugular” Strategies 189
Chapter 11: It’s Still About Price and Quality 211
Chapter 12: A Global Investment Playbook 235
Chapter 13: After Markets Collide: The Next Twenty Years 265
Notes 281
Index 287
The Esoteric Investor: Alternative Investments for Global Macro Investors
Introduction 1
Part I: Investing in Demographics
Chapter 1: Building the Demographic Framework 7
Chapter 2: Longevity and Mortality Risk Markets 27
Chapter 3: Reverse Equity Transactions 55
Part II: The Tuna Trade
Chapter 4: The Bluefin Tuna 85
Chapter 5: Tsukiji Fish Market 133
Chapter 6: Fishing for Maguro 167
Part III: Blue Gold
Chapter 7: Water: Who Has It, and Who Doesn’t 181
Chapter 8: Mimicking the Water Cycle: Making Water Potable 193
Chapter 9: The Politics and Geopolitics of Water 209
Chapter 10: Investment Implications and Opportunities 225
Bibliography 241
Index 283