Topics covered: Volatility, True growth, The equity market, The balanced investment approach, Stock buybacks, Spin-offs, Small cap stocks, Risk-adjusted returns, Recapitalizations, Price reductions, Mid-cap stocks, Mergers and acquisitions, Management standards, Liquidations, International Markets, Intellectual property protection, Free Cash Flow, Expanding margins, Exchange offers, Corporate Governance, Consumer discretionary companies, Bankruptcies, Accounting standards