Book Resources

Explore and apply celebrated investing strategies with practical tools from an expert team of finance professors


In The Experts and The Evidence: A Practical Guide to Stock Investing, a veteran team of finance researchers and practitioners delivers a one-of-a-kind explanation of how to use the data and analytics tools available on the Bloomberg professional platform to test and implement the philosophies and strategies of well-known investing experts.

Instructors?

Please contact Charlie charliexcai@gmail.com or sign up to our mailing list to get updates on instructors' material including instructor manual, PPT, exercises and case studies on timely real-life events and relevant Bloomberg functions.

Table of Content

List of Practical Applications

Acknowledgements

About the Authors

Chapter 1. Introduction – Experts and Evidence

Chapter 2. Warren Buffett – The Greatest Investor?

Chapter 3. Philip Fisher – Growth Investor

Chapter 4. David Dreman – The Master Contrarian?

Chapter 5. Harry Markowitz – The Father of Portfolio Theory

Chapter 6. Behavioural Finance – Some Useful Insights

Chapter 7. Technical Analysis

Chapter 8. Quants and Alternative Investments

Appendix I. Introduction to BLOOMBERG PROFESSIONAL®

Appendix II. Methods of Valuation

About the Companion Website

Index


List of Practical Applications

Practical Application I - Equity Screening and Backtesting

Practical Application II: Understanding A Company’s Realized and Potential Growth

Practical Application III– A Closer Look into Portfolio Performance

Practical Application IV– Beta Estimation and Factor Backtesting

Practical Application V: Factors to Watch

Practical Application VI: A Walkthrough of Technical Analysis

Practical A pplication VII: Quant Tools


Resources

More case studies and exercises to explore the power of Bloomberg functions for practical investment questions. They are useful for self-learning and can be a good base for developing into assignments and mini projects.

Investment competitions

Pitching investment ideas

Simulated investment challanges

Academic Paper Digests for investment ideas


Your feedbacks and suggestions for the next edition are most welcome.