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Great 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... More
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The Ideas Report For Serious Investors
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The Manual of Ideas (monthly)
  • Coming June 1: The Manual of Ideas: The Superinvestor Issue 0 comments
    May 28, 2011 4:21 AM | about stocks: BIG, UEPS, ARO, MKL

    We are pleased to bring you a new Superinvestor Issue of The Manual of Ideas, featuring the top equity ideas of 50+ leading investment managers. Inside, you’ll find snapshots of “superinvestor” portfolios and analysis of 20 companies owned by the investors we track.

    Each quarter, our team reviews the list of investors whose activity we highlight in order to eliminate noise and bring you Signal Value™. Our ultimate objective is to uncover high-conviction ideas of investors whose philosophy we respect. They typically own concentrated equity portfolios with low turnover. We added four funds to the list this quarter: Toby Symonds’ Altai Capital, Meryl Witmer’s Eagle Value, Charles de Vaulx’s International Value Advisers, and Jeffrey Ubben’s ValueAct.

    Summary:

    The Manual of Ideas, June 1, 2011 [view excerpt]
    — The Superinvestor Issue

    Editorial Commentary — We highlight three compelling investment ideas
    Exclusive Interview with Amitabh Singhi — On India and value investing
    50+ Portfolios with Signal Value — Surveying the top ideas of top investors
    New or Increased Superinvestor Holdings — Analyzing superinvestor buys
    Reduced or Offsetting Superinvestor Holdings — Profiling other equities
    Screening 850+ Holdings of 50+ Superinvestors — Hunting for bargains
    Value-oriented Stock Screens — Screening for cheap equity ideas
    This Month's Top 10 Web Links — A selection of third-party online resources

    The new report will be mailed to subscribers worldwide shortly. Not a subscriber? Join now.

    Themes: superinvestors, long ideas Stocks: BIG, UEPS, ARO, MKL
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