Hedgehogging

2014-09-29

Hedgehogging investment legend Barton Biggs, has sold over 65,000 copies since its publication in 2006.This will be a paperback edition of the bestselling book.

Through an interwoven series of entertaining and informative chapters, Hedgehogging reveals Biggs experiences with friends and acquaintances over his investment years.Some of the material encompasses the highlights from his thirty-year career at Morgan Stanley, while many others parts are more recent and relate to the creation and investment endeavors of Biggs hedge fund.Filled with in-depth insights and valuable lessons, the stories and events described throughout the book offer a rare glimpse of the investment business and the people who are a part of it.

Title Page
CHAPTER ONE - The Triangle Investment Club Dinner
KIBITZING, GILDING, AND SANDBAGGING
JUST BECAUSE YOU'RE A SNAKE DOESN'T MEAN YOU'RE NOT A MONEYMAKER
IT'S A JUNGLE OUT THERE, AND THE HEDGEHOGS ARE KILLING THEIR GOLDEN GOOSE
CHAPTER TWO - The New Hedgehogs May Have Been Golden Boys, but They Still ...
THREE GUYS FROM GOLDMAN SACHS
SUPERSTAR IAN SLEEPS WITH HIS PORTFOLIO-AND GRINDS HIS TEETH
GRINNING GILBERT LOSES HIS GRIN
WHAT HAPPENED TO THE HOT, YOUNG TECH GUY
CHAPTER THREE - Short- Selling Oil
TORTURED BY SHORTING OIL
DEEP ANALYSIS CAN GET YOU IN DEEP TROUBLE
YEARS OF LOVE GO DOWN THE DRAIN
WHAT I LEARNED FROM THE EARLY 1900s: THE MARKET HASN'T CHANGED THAT MUCH
CHAPTER FOUR - Short Selling Is Not for Sissies
THE PRINCE OF BLACKNESS
THE CARIBBEAN CASINO SAGA
FRANTIC CLIENTS AND HOSTILE BROKERS
THE AGONY GOES ON AND ON
CHAPTER FIVE - The Odyssey of Starting a Hedge Fund
BIG-TIME MONEY RAISING AT THE BREAKERS
JIM THE TRIGGER: INVEST FIRST AND ASK QUESTIONS LATER
THE FUND OF FUNDS IS A TOUGH CUSTOMER
SEARCHING FOR THE NEW MESSIAH
HEADACHES, INSOMNIA, AND GLOOM
CHAPTER SIX - The Roadshow Grind
PETER THE GREAT: AN INVESTMENT NYMPHOMANIAC
NONSTOP PRESENTATIONS: FROM STIMULATING TO LISTLESS TO SKEPTICAL TO HOSTILE
FINALLY, WE GET A BREAK: DINNER WITH A TRULY GREAT INVESTOR
SIZE IS THE ENEMY OF PERFORMANCE
TRAVELS WITH CHARLIE
MEETING MARGARET THATCHER
GLOOM AND DEPRESSION BACK HOME
CHAPTER SEVEN - The Run-Up and Haunted by Remembrances and Doubt
A.W. JONES WAS THE PIONEER
NOTHING LIKE A PUNCH IN THE MOUTH THE FIRST DAY
THE GREAT BEAR MARKET-AND THE BOTTOMLESS PIT IN MY STOMACH
CHAPTER EIGHT - Hedgehogs Come in All Sizes and Shapes
IT TAKES COURAGE TO BE A PIG AND TOTIS PORCIS
THE BEARDED PROPHET OF THE APOCALYPSE
FINDING MEANING IN ALL THE NOISE AND BABBLE
WHAT MAKES A SUPERSTAR INVESTOR?
CHAPTER NINE - The Violence of Secular Market Cycles
PUBLIC MONEY FLOODS IN AND FLOWS OUT AT EXACTLY THE WRONG TIMES
THE DIFFERENCE BETWEEN SECULAR AND CYCLICAL BEAR MARKETS
BULL MARKETS AND BUBBLES IN JAPAN VERSUS THE UNITED STATES
THE SECULAR BEAR MARKET OF 1969-1974
CHAPTER TEN - The Battle for Investment Survival
GREAT EXPECTATIONS FOR EUROPEAN PRIVATE EQUITY (BUT THAT'S NOT THE WAY THE ...
TRACKING U.S. PRIVATE EQUITY AND WONDERING
THE CROWD IS ALWAYS WRONG DURING MARKET EXTREMES
THE MOTHER-IN-LAW FACTOR-AND OTHER CONTRARIAN INDICATORS
CHAPTER ELEVEN - From One Generation to Another
TIMBERLAND FOR CHILDREN WITH INHERITED MONEY
YALE'S ENDOWMENT: FROM BANKRUPT TO NEGLECTED TO THE BEST
CHAPTER TWELVE - Nature's Mysticism and Groupthink Stinks
FIBONACCI NUMBERS ARE POWERFUL-BUT TOO MYSTERIOUS FOR ANALYZING MARKETS
ADAM SMITH HAD IT FIGURED OUT
GROUP THINK = GROUPSTINK AND SOLOTHINK: INVESTOR MEETINGS NEED A LITTLE ...
BUT SOLOTHINK IS DANGEROUS, TOO
THERE IS NO SUCH THING AS A COLLECTIVE BRAIN
CHAPTER THIRTEEN - The Internet Bubble
JIM GLASSMAN'S DOW 36,000: INFLAMMATORY FOOLISHNESS
THE CROWD HOOTED
THE NEXT BULL MARKET: AFRICA AND THE MIDDLE EAST
CHAPTER FOURTEEN - Great Investment Managers Are Intense, Disciplined Maniacs
DON'T HOLD ON BLINDLY: GREAT INVESTORS CUT THEIR LOSSES
VISILES AND AUDILES AND DISCIPLINED READING
CHAPTER FIFTEEN - You're Only as Beloved as Your Most Recent Performance
THE TRAUMA OF RUNNING MONEY IS NOT FOR EVERYONE OR TRAUMA WHEN YOU BITE THE DUST
EVEN SUPERSTARS GET PUSHED OUT
EVEN CONSERVATIVE CYNICS LOSE CLIENTS
EVEN GREAT INVESTORS HAVE COLD SPELLS
CHAPTER SIXTEEN - Once You Have a Fortune, How Can You Hang On to It?
IN AN APOCALYPSE, JEWELRY WORKS
THINK OF RETURNS NET AFTER FEES AND TAXES
VENTURE CAPITAL IS GLAMOROUS BUT RISKY . . . BUT YOU CAN GET A WONDERFUL RIDE
SELECT HEDGE FUNDS WITH SKEPTICAL CARE
DON'T GO HEDGEHOGGING BY YOURSELF: FUNDS OF FUNDS MAKE SENSE
INVESTING IN FINE ART: LOVE IT FOR ITSELF, NOT AS AN INVESTMENT
CHAPTER SEVENTEEN - Three Investment Religions
IDENTIFYING GROWTH STOCKS IS EXTREMELY DIFFICULT
VALUE INVESTORS LOVE UGLY COMPANIES
AGNOSTICS BELIEVE THIS, TOO, SHALL PASS
GROWTH OR VALUE: WHICH PERFORMS BETTER?
CHAPTER EIGHTEEN - The Trouble with Being Big
BLOATING AND BUREAUCRACY
GREAT MAVERICKS WILL ALWAYS GO THEIR OWN WAY
PATIENCE IS A VIRTUE-BUT IT'S SO TOUGH TO PRACTICE
ALPHA INVESTING IS A ZERO-SUM GAME
CHAPTER NINETEEN - Bubbles and the True Believer
TWO TYPES OF BUBBLES: BAD AND VERY BAD
THE PROVERBIAL LONG WAVE IN THE ECONOMY
THE TRUE BELIEVER: DISCIPLE OF GOLD
CHAPTER TWENTY - Divine Intervention, or Inside Information?
THE MYSTERY OF JUD'S WALL STREET JOURNAL
A COLD SHIVER RUNS UP JUD'S CREAKING SPINE
"YOU'VE GOT THE HOT HAND, KID"
CHAPTER TWENTY-ONE - John Maynard Keynes
THE MOST INFLUENTIAL ECONOMIST OF THE TWENTIETH CENTURY
INTELLECTUALLY BRILLIANT EVEN IN HIS YOUTH
BECOMING A POLITICAL THINKER
KEYNES AND HIS HEDGE FUND
THE NEED FOR A CONVENTIONAL LIFE: TO BE TAKEN SERIOUSLY AS AN ECONOMIST
KEYNES' INVESTMENTS DURING THE GREAT DEPRESSION
THE GREAT GAME AND THE GAMBLING INSTINCT
SUFFERING (PERSONALLY AND FINANCIALLY) DURING THE LATE 1930s AND WWII
CONCLUSION

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