Introduction.

1 The Corporate Cycle.

2 Profitability vs. Growth.

3 Today vs. Tomorrow.

4 Whole vs. Parts.

5 Breaking the Corporate Cycle.

6 The Next Big Thing.

Appendix A: Market Value and Batting Average.

Appendix B: Our Research Methodology.

Notes.

Selected Reading.

Acknowledgments.

About the Authors.

Index.