Pulling It All Together

The Most Important Thing Is:
01) Second-Level Thinking
02) Understanding Market Efficiency
03) Value
04) The Relationship Between Price
05) Understanding Risk
06) Recognizing Risk
07) Controlling Risk
08) Being Attentive to Cycles
09) 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) Pulling It All Together