Investing is a life skill and, like any life skill, the key is to learn from those who have already done it well. Empower Your Investing offers a success-based mental framework, discipline, and toolkit for your investing success.
This book examines the best practices from masters of the investing world who’ve demonstrated success over many market cycles: Sir John Templeton, Peter Lynch, and Warren Buffett. The case studies of their winning picks blend the prevailing news and popular opinion at the time of their successful investments with their rationale for buying stocks as they explained in subsequent interviews.
“Just as athletes might study Michael Jordan, Mohammed Ali, and Babe Ruth, every investor should know and understand John Templeton, Peter Lynch, and Warren Buffett. Scott Chapman brilliantly showcases the investment world's Greatest of All Time (G.O.A.T.) so every stock market participant, from novice to seasoned professional, can learn the lessons of those who have reached the pinnacle of success. With a comprehensive step-by-step approach, Chapman provides a deep understanding of what it takes to be the best.” —Robert P. Miles, Author, The Warren Buffett CEO; Executive in Residence, University of Nebraska at Omaha
“Scott Chapman’s book is a clear read for any investor who wants to learn how to invest better. Scott is a successful long-term investor and educator who is someone all investors can learn from. He shares some of the best investment advice and actual experiences of three of the best investors in history—Peter Lynch, Warren Buffett, and Sir John Templeton. This book will help every person improve their investment skill from the beginning investor to professionally trained CFA analysts.” —Craig Braemer, CFA; Blossom Wealth Portfolio Manager and Founder of Braemer Asset Management, LLC.
|Publisher:||Post Hill Press|
|Product dimensions:||6.10(w) x 9.10(h) x 1.40(d)|
About the Author
Previous to founding Chapman Investment Management, Mr. Chapman was Managing Director and Portfolio Manager with Lateef Investment Management from 2002-2012, during which time the firm’s assets grew from $500 million to over $5.5 billion. Mr. Chapman was a member of a three-person portfolio management team that delivered investment performance in excess of the S&P 500 by an average of 3.8% annually with lower portfolio risk. The Lateef mutual fund earned the top five-star rating by Morningstar rating agency.
Previous positions included Director of Large-Cap Growth Strategy and Research Director at Dreyfus Founders Asset Management, and Director of Growth Strategy at HighMark Capital Management. At HighMark, he designed and managed the investment strategy for the HighMark Growth mutual fund, which was also awarded a top five-star Morningstar performance rating.
He received his M.B.A. in Finance from Golden Gate University and his B.S. in Accounting from Santa Clara University and taught investment principles to CFA candidates in San Francisco for seven years. Mr. Chapman is married, has two grown children, one granddaughter and enjoys running, cycling, swimming, and the fulfillment of making a positive difference in building clients' capital.
Table of Contents
List of Figures ix
Sir John M. Templeton 1
Chapter 1 Personal Background 3
Chapter 2 Investment Performance 13
Chapter 3 The Templeton Mental Model 17
Chapter 4 Templeton's Method of Investment Selection 37
Chapter 5 Portfolio Design 51
Chapter 6 Case Studies 59
Chapter 7 Reflections 74
Peter Lynch 77
Chapter 8 Personal Background 79
Chapter 9 Investment Performance 84
Chapter 10 Peter Lynch's Perspective on Investing 87
Chapter 11 Selecting Stocks 98
Chapter 12 Avoiding Mistakes and Selling Stocks 108
Chapter 13 Portfolio Design 122
Chapter 14 Case Studies 126
Chapter 15 Reflections 147
Warren Buffett 151
Chapter 16 Personal Background 153
Chapter 17 Investment Performance 161
Chapter 18 Influences and Perspectives on Investing 171
Chapter 19 Evolution of Buffett's Stock Selection Method 190
Chapter 20 Case Studies 215
Chapter 21 Ethics and Mindset 281
Chapter 22 Work Habits 310
Chapter 23 Reflections 332
Chapter 24 Similarities and Differences 337
Chapter 25 The Pyramid of Growth 350