|| Introduction : value really means something -- The 5 misconceptions of value investing -- The basics of value investing -- Market caveats, lessons from the past -- Are great companies great investments? -- Who's in charge? : management counts (more than money) -- Competition, threat or opportunity? -- The essential valuation variables that really count. Part 1, Financial statement basics -- The essential operating variables that really count. Part II, Bringing the numbers to life -- The price of a stock versus the value of the company -- Your own worst enemy -- My final words of value.