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No. of Recommendations: 19
Book update:

I missed my July 2012 deadline. But I am pleased with how this project is turning out. I figure the book is now about 500 pages. If I knew how to insert a picture of the manuscript, I would. So here's a draft of the table of contents.

(The TOC are hyperlinks for now, to help me navigate faster. This is why the chapters are cryptic and have double-apostrophes.)

As you'll see, the book has two part: the checklist and resources. There are a ton of case studies. Also, you'll see some of your favorite Fool writers in here. The 30-point checklist, created by David Gardner and other Fools, is a recent addition to the book.

A lot of the material here you have seen before. But a lot of this material is also fresh.

As I get a little closer to completion I may share sections and ask for feedback. Some of you are already in the acknowledgements for your help.

If you have any comments, holler.

Most important: Thanks for your interest! I am trying to write your single best investment book.



hewitt


***


The Checklist Investor (Columbia University, 2014)
Table of Contents

PART ONE: THE CHECKLIST
(Analytic Tools)
(Strategy)
(Idea Sourcing)
(Yes-No Matrix)
(Economy & Markets)
ENTERPRISE VALUE:
Thesis
(Gather-Read-Think)
(Timeline)
Organization Type
Organization Structure
Ownership
(Ownership - worksheet)
(Voting Power)
(Ownership - turnover)
(Ownership - matrix)
(Family Business)
Legal Proceedings
Capital Structure
(Capital Structure - leverage)
Notes to Financial Statements
Credit Risk
Credit Risk - worksheet
Numbers Scrub
(number scrub_case studies)
(Revenue-Expenses)
(Ratios)
(Accounting Distortions)
(Cross-Statement Analysis)
(Formulas)
Stock Price
Shares Outstanding
Enterprise Value
(Operating Leases)
(Operating Cash & Equivalents)
(Net Operating Losses)
Heritage
Corporate Structure - Loews
Politics
REVENUE:
Product-Service
(Price-Frequency)
(Life Cycle-Repurchase Cycle)
Value Proposition
(Value Proposition - matrix)
Promotion
(Advertising Spheres)
(Consumer Behavior)
Pricing
Customers
(Everett Rogers Bell Curve)
(Hierarchy of Needs)
(Economic Sensitivity)
(U.S. Recession Worksheet)
Revenue
(Reportable Segments)
Revenue - model
Revenue Model Lifecycle
(Multi-Level Marketing)
Revenue - quality
(Demographics - U.S.)
(Revenue - retail)
(Revenue - stores)
(Revenue Volume & Velocity)
("S" Curve Revenue)
(Commodity Hedges)
Revenue - outlook
Revenue - risk matrix
(Acquisitions)
EXPENSES & EARNINGS:
Cost of Goods Sold
Other Expenses
Income Taxes
Net income & EPS
Comprehensive Income
(Currencies)
Revenue-Expense Chain
BALANCE SHEET:
Assets
(Business Affiliations)
(Liquidity)
(LIFO Reserve)
(Asset Schedule)
(Intellectual Property)
Liabilities
(Deferred Taxes)
(Debt Maturity Schedule)
(Pension Plan)
Stockholders'' Equity
(Float - worksheet)
STATEMENT OF CASH FLOW:
Operating Cash Flow
Investing Cash Flow
Financing Cash Flow
Dividends
(Dividends - growth)
(Dividend Yield-Growth)
Free Cash Flow'
STOCKHOLDERS' EQUITY:
Statement of Cash Flow
Stockholders Equity Statement
(Stockholders'' Equity - test)
Economic Profit
adjustments - Income Statement
adjustments - Balance Sheet
(Earnings Power Chart)
(Stress Test)
PEOPLE:
Management
Management Tenure
(Management Classification)
(Management Interview)
Insider Buying-Selling
(Stock Option Grants)
(stock options - notes)
(Letter to Stockholders)
Board of Directors
Capital Allocation
(Capital Allocation Tests)
(Share Repurchase Test)
(capital efficiency)
(Acquisitions)
Stewardship
(corporate governance)
(stewardship - notes)
Employees
Culture
COMPETITIVE ADVANTAGE:
Stakeholder Analysis
(Motley Fool Stakeholder)
(Innovator''s Dilemma)
Competitors
(Competitor Matrix)
Industry Structure
(Industry Structure Matrix)
(Industry ROIC)
(Industry - Risk Characteristi)
(Industry Structure - workshee)
(Elasticity Matrix)
Competitive Advantage
(Competitive Advantage Types)
(How to Analyze a Moat)
Five Forces
(Five Forces_worksheet)
Competitive Advantage Period
Value Chain Analysis
Beneficiaries & Victims
(Commodity vs. Franchise)
SWOT Analysis
(SWOT matrix)
STEEPLED Analysis
(The Value of a Brand)
Strategy
Value Drivers
McKinsey Growth Pyramid
Bain Differentiation Map
(Bain - Differentiated Company)
(Innovation Ambition Matrix)
(free options)
INTRINSIC VALUE:
(preface - flow chart)
(preface)
Valuation Checklist
(Penman BP-EP portfolio)
(How to Avoid a Value Trap)
(Sustainable Growth Rate)
(Forecasting Futility)
Financial Statement Adjustments
Tangible Book Value
Ben Graham Net-Net
Graham & Dodd PE Matrix
Analyst Estimates
Multiples - Public Market
(Multiples - 5 years)
(Multiples - 5 companies)
Private Market Value
Leveraged Buyout_worksheet
Sum of the Parts
(Sum-of-the-Parts_Loews
(Sum-of-the-Parts_Liberty Media
(SOTP_Icahn Enterprises)
Zero Growth
AAII Projected Gain
Cost of Capital
DCF - 10 long
Market Expectations - Apple
Buffett''s Magic 15 Percent
Implied Growth - AAPL
Croesus Test
(Graham-Dodd-Greenwald - notes)
(Graham-Dodd-Greenwald - notes)
(Greenwald - strategy)
EBITDA % Upside
Reverse Graham EPS
Reverse DCF
Expected Return
Reward-Risk Score
Time-Weighted Reward-Risk
Stock Return Components
Valuation - Summary
THESIS:
**Debt - investment grade
Convertible Debt
**Debt - distressed
Preferred Stock
Category Creator
Category Creator_matrix
Growth - secular
Growth - cyclical
Growth - cyclical_worksheet
(Operating Leverage)
Yield
Cheap Assets
Smart Money
Stub
Stub_worksheet
Spin-Off
Merger Arbitrage
Activist
Turnaround
Stock Tender
Leveraged Recapitalization
Leveraged Buyout
LBO
LBO_worksheet
LBO_worksheet 2
Busted IPO
Equity Shrink
Distress
Post-Bankruptcy
Thrift Conversion
Commodity
Thematic
Warrants
Short Sale
Which Security to Buy_table
Investment-Speculation
Risk Analysis
CATALYSTS:
Catalysts
Leverage
(Schwab Negative Catalysts)
TECHNICAL ANALYSIS/CHARTS:
Technical Analysis
Chart Reading
(Scott O''Neil)
ACTION TO TAKE:
Sentiment
Valuation-Time Matrix
Variant Opinion
(Sentiment Curve)
Do I Have an Edge
Confidence Test
Sell Strategy
Trailing Stop
Action to Take
(Position Size)
(Kelly Criterion)
(options - risk management)
PORTFOLIO MANAGEMENT:
Portfolio
review - Daily
review - Quarterly
(Conference Call)
(10 Clues Detect Shenanigans)
(11 Signs a Company is Lying)
review - Annual
Yield-Growth Matix
Corporate Actions
(Acquisitions - worksheet)
Stock Price Decline
(The Value of Patience)
SELLING:
Bad News
Stock Decline AAII
(Bad News - Profit Warning)
When to Sell_active method
Behavioral Investing
(Emotions and Our Brain)
Soft Skills Finance
Mauboussin Decision-Making
Barriers Long-Term Think
Estimates-Investment Decision
Post Mortem
Post Mortem_diary
Conclusion
The Last Word
Appendix:
Index
Index - People
Industry Checklists & Notes
Glossary
Formulas
Most Important Academic Studies
Most Important Behavioral Mista
Behavioral Finance
Bibliography
Berkshire Hathaway 13 Principle

PART TWO: RESOURCES
Smart Money:
Buffett's "Best" Business
Charlie Munger''s 3 Rules
(Charles Munger Checklists)
Earnings Power 1-2-3
Buffett's 4 Criteria'
Whitman''s 4 Ingredients
Markel 4 Points
Mayer''s 4 CODE
Wesley Gray''s 5 Steps
Alex Roeper''s 7 Charact
Peter Cundill''s 7 Tips
Casey Research 8 P''s
Ben Graham 10
Bernard Baruch''s 10 Rules
Ian Rushbrook''s 10 Rules
West Coast''s 10 Signs of Strong
William O''Neil''s 10 CANSLIM
John Mihaljevic 10 Pretender
(Bob Farrell 10 Rules)
Rotblut 10 Point Risk-Reward
Phil Carret''s 12 Commandments
Philip Fisher''s 15 Points
John Templeton''s 16 Rules
Jesse Livermore''s 21 Rules
Motley Fool 30
Tim du Toit 39-point Checklist
Peter Lynch
T. Rowe Price
Skills:
Better Thinking
Better Reading
Better Research
Better Writing
Better Investing
Better Public Speaking
Better Time Management
Better Living
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No. of Recommendations: 1
Can't wait for this book to come out..
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No. of Recommendations: 2
Thanks StatMatt2000! E-mail me Dec. 15 and I will send you a "beta" version to test drive. I just ask, tell me what you like and dislike. Hewitt.Heiserman@earningspower.com
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