The Investing Oasis

Book excerpt: A guided journey revealing hidden values and buried treasures while negotiating the investing landscape. A metaphorical journey through the hot, shifting sands of the capital markets ‘desert’ to awaken readers to the urgency of the "Behavior Gap"—a chronic gap of under-performance relative to the markets experienced by investors worldwide. This is a roadmap of portfolio management concepts and contrarian tactics that can turn misbehaviors, undue risks, and short-term gambles into longer-term strengths. Through 27 chapters and four tiers, the author progressively introduces more powerful tools & techniques used in the founding and ongoing management of the Oasis Growth Fund, a North American Hedge Fund.