Description - The Entrepreneurial Investor by Paul Orfalea
This book discusses an innovative value approach: an investor looking at his/her investments as a businessman/woman might think of their business. In other words, being an "entrepreneurial investor". Sections include discussion on thinking like an owner; how to decipher what companies are worth owning; cutting through the noise and hype and focusing on the company's financials to determine its worth; and how to be an investor with an eye toward the longterm. The West Coast Asset Management team, with $439 million in firm assets under management, brings their techniques and strategies to light for readers here in every chapter of this book. Their focus on smaller-cap S&P stocks with a high margin of safety that trade at a large discount to their assessment of their intrinsic value is what makes WCAM a success. Their investment philosophy, one that has given them the opportunity for a 13% return over the past year (vs. the S&P's 2-3% return), is brought to light for readers through solid examples and a light narrative style, similar to the writing in their lauded Exclusive Outlook newsletter and monthly columns within the California press.
Buy The Entrepreneurial Investor by Paul Orfalea from Australia's Online Independent Bookstore, Boomerang Books.
(235mm x 160mm x 19mm)
John Wiley & Sons Ltd
Publisher: John Wiley and Sons Ltd
Country of Publication:
Book Reviews - The Entrepreneurial Investor by Paul Orfalea
Author Biography - Paul Orfalea
Paul Orfalea is the founder of Kinko's and cofounder of West Coast Asset Management (WCAM). He holds a business degree from the University of Southern California and has been investing successfully for more than forty years. Lance Helfert is President and cofounder of WCAM. Previously, he oversaw a $1 billion portfolio at Wilshire Associates. Helfert has a BS in business administration from Pepperdine University. ATTICUS LOWE is a CFA charterholder and Chief Investment Officer of WCAM. He has a BA ineconomics and business from Westmont College. Dean Zatkowsky is the former vice president of marketing at WCAM and oversees their newsletter, Exclusive Outlook (please visit www.wcam.com to subscribe). He holds a BA in communication studies from the University of California, Santa Barbara.