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The Manual of Ideas » Profile

Good ideas are the lifeblood of the investment business and the exclusive focus of The Manual of Ideas. Authored by investment and finance professionals who have grown up on the teachings of Ben Graham, Warren Buffett and Joel Greenblatt, and have studied under or worked with luminaries such as Yale Chief Investment Officer David Swensen and Economics Nobel Laureate James Tobin, MOI delivers timely, differentiated investment ideas. In a market flooded with data and opinion, we deliver clarity.

The Manual of Ideas' Company

The Manual of Ideas' Book

Downside Protection Report (monthly) Downside Protection Report is setting a new standard in investment newsletters.

Our mission is to uncover stocks with a large margin of safety. The stocks we recommend are judged to have low risk of permanent capital loss and above-average upside potential.

Downside Protection Report is published once each month. Rather than publish on a specific date, we promise to bring you the report as soon as our top picks are ready.

Downside Protection puts respected investment pro John Mihaljevic, CFA on your side — John is a fund manager, former banker and brokerage analyst. He is a member of Value Investors Club, an exclusive community of top money managers, and has won the Club's prize for best investment idea. John is a trained capital allocator, having studied under Yale Chief Investment Officer David Swensen and served as research assistant to Economics Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder. He is married with two kids and resides in New York.

* See what investment industry leaders are saying:

"The Manual of Ideas is a tremendous effort and very well put together."
—Mohnish Pabrai, Founder and Managing Partner, Pabrai Investment Funds

"We do similar work ourselves."
—Glenn Greenberg, Founder and Managing Director, Chieftain Capital Management, Inc.

"I highly recommend MOI—the thoroughness of the product coupled with the quality of the content makes it an invaluable tool for the serious investor."
—Tim Davis, Managing Director, Bluestem Asset Management, LLC

* See what financial editors and educators are saying:

"Your reports provide serious investors with a plethora of bargain stocks and sound advice. I highly recommend them."
—Miguel Barbosa, Editor, Simoleon Sense

"Your team is doing amazing work. Keep it up."
—Joe Koster, Editor, Value Investing World

"This is the best institutional-quality equity research to come along in a long time. It not only unearths companies with compelling risk-reward profiles but also analyzes them with a clear understanding of business economics and competitive dynamics."
—Pavel Savor, Assistant Professor of Finance, The Wharton School of the University of Pennsylvania

* See what other investors are saying:

"I am (as always) impressed with your work."
—Mark Sproule, New York City

"Impressive."
—Scott Proper, Vail, Colorado
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Snapshot
  • Trading frequency: Weekly
Interests:
  • Bonds
  • Dividends & Income
  • ETFs
  • Real Estate and REITs
  • Stocks - long
  • Stocks - short