Salmon Thrust

1.1 What is Value Investing?

1.2 Intrinsic Value and Graham’s Value Investing Approach

1.3 Graham’s Screen

1.4 Graham’s Maxim

1.5 Economic Moat

1.6 Sources of Economic Moat: Cost Advantage, Network Effect

1.7 Sources of Economic Moat: Intangible Assets, Switching Costs

1.8 Margin of Safety

1.9 Pop Quiz

1.10 Tell us what you think

2.1 What is Growth Investing?

2.2 Potential for Growth

2.3 Growth at a Reasonable Price (GARP)

2.4 Estimating Growth Rates

2.5 Best Growth Stocks Are Very Hard to Hold

2.6 Pop Quiz

2.7 Tell us what you think

3.1 Battle Between Growth and Value Investing

3.2 Which Is Better?

3.3. Chasing Performance

3.4 Blended Approach

3.5 Pop Quiz

3.6 Tell us what you think

4.1 Technology Markets

4.2 Technology Segments

4.3 What Metrics Matter Most?

4.4 Strategy 1: Forget What You Know About Valuation

4.5 Strategy 2: Focus on Growth Metrics

4.6 Strategy 3: Know What’s Trending

4.7 Strategy 4: Stay Realistic

4.8 Strategy 5: Be Patient

4.9 Strategy 6: Dig Deep

4.10 Strategy 7: Beware of Brain Drain

4.11 Pop Quiz

4.12 Tell us what you think

5.1 On Diversification

5.2 On Macro Consideration

5.3 On Losses

5.4. On Exits

5.5 Tell us what you think

Instructions

Questions