Frontmatter -- CONTENTS -- LIST OF FIGURES -- LIST OF TABLES -- PREFACE -- CHAPTER 1. LEARNING TO SEE, TO ADAPT TO, AND TO VALUE UNCERTAINTY -- PART I. LEARNING TO SEE UNCERTAINTY -- CHAPTER 2. HOW TO DE-BIAS VALUATION OVER THE CYCLE -- CHAPTER 3. PLAYING AT SERIAL ACQUISITIONS: THE CASE OF...

Corporate finance and corporate strategy have long been seen as different sides of the same coin. Though both focus on the same broad problem, investment decision-making, the gap between the two sides--and between theory and practice--remains embarrassingly large. This book synthesizes...