Introduction
The most important thing is:
1. Second-Level Thinking
2. Understanding Market Efficiency (and its limitations)
3. Value
4. The relationship between Price and Value
5. Understanding Risk
6. Recognizing Risk
7. Controlling Risk
8. Being Attentive to Cycles
9. Awareness of the Pendulum
10. Combating Negative Influences
11. Contrarianism
12. Finding Bargains
13. Patient Opportunism
14. Knowing What you Don't Know
15.Having a Sense for Where We Stand
16. Appreciating the Role of Luck
17. Investing Defensively
18. Avoiding Pitfalls
19. Adding Value
20. Reasonable Expectations
21. Putting It all Together