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The Manual of Ideas
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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
My company:
BeyondProxy LLC
My blog:
The Ideas Report For Serious Investors
My book:
The Manual of Ideas (monthly)
  • New Issue Is Available Now! 0 comments
    Sep 29, 2011 7:49 AM

    The Manual of Ideas — The Model Portfolio Issue
    October 2011 (111 pages)

    Editorial Commentary— John Mihaljevic highlights six investment ideas
    Superinvestor Update — Tracking the portfolio moves of top investors
    Exclusive Interview with Michael Mauboussin — On investment strategy
    Exclusive Interview with James Montier — On overcoming biases
    9 Current Model Portfolio Holdings — Surveying some of our best ideas
    11 Potential Model Portfolio Holdings — Surveying promising candidates
    Favorite Value-oriented Screens — Ideas for bargain-hunting investors
    This Month's Top 10 Weblinks — A selection of third-party resources
    Extra: Selected Valuation Scenarios — Test sensitivity to key assumptions

    Read it now in the Exclusive Members Area or subscribe.

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  • Contents of new Superinvestor Issue of The Manual of Ideas: http://bit.ly/lTS25k. Email support@manualofideas.com for free extended excerpt.
    May 29, 2011
  • Final Proof Rating Agencies Are Useless: Moody's Says Sokol Departure Is 'Credit Negative' for BRK. Are You Serious? http://t.co/kthS5b5
    Apr 1, 2011
  • BREAKING: David Sokol Says He Is Sorry, To Return Lubrizol Trade Profit To Berkshire Hathaway, http://bit.ly/fwzTuV
    Apr 1, 2011
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