Seeking Alpha

The Manual of I...'s  Instablog

The Manual of Ideas
842 Followers
11 Following
Send Message
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)
  • Portfolio Manager's Review -- The Superinvestor Issue, published on November 20, 2009 (excerpt of 131-page report) 0 comments
    Nov 20, 2009 12:22 AM | about stocks: MVC, LMT, ATPG, GRP, ADP, CSWC, BA, FCE
    Read an excerpt of the latest issue of Portfolio Manager's Review, entitled "The Superinvestor Issue." The report, published on November 20th, includes a proprietary review of the top holdings of more than twenty top investors. Also inside is a discussion of five superinvestor companies that offer compelling value, as judged by the Manual of Ideas research team.

    The report also includes an interview with micro-cap value investor and Columbia Business School professor Paul Sonkin. In the interview, Sonkin discusses the secrets to success in microcap investing and outlines the thesis behind some of his top investment picks. Sonkin also cites his favorite books for investors: Hermann Simon's Hidden Champions, Ben Graham's The Intelligent Investor, and Paul Strebel's In the Shadows of Wall Street.

    Superinvestor portfolios highlighted in the report include:

    • William Ackman, Pershing Square
    • Zeke Ashton, Centaur
    • Brian Bares, Bares Capital
    • Bruce Berkowitz, Fairholme
    • Warren Buffett, Berkshire Hathaway
    • Ian Cumming & Joe Steinberg, Leucadia
    • David Einhorn, Greenlight
    • Glenn Greenberg, Chieftain
    • Brian Gaines, Springhouse
    • Tom Gayner, Markel Gayner
    • Mason Hawkins, Southeastern
    • Chris Hohn, Children’s Investment Fund
    • Carl Icahn, Icahn
    • Seth Klarman, Baupost
    • Eddie Lampert, RBS (ESL)
    • Dan Loeb, Third Point
    • Steve Mandel, Lone Pine
    • Mohnish Pabrai, Pabrai Funds
    • Rich Pzena, Pzena Investment
    • Kenneth Shubin Stein, Spencer Capital
    • Prem Watsa, Fairfax Financial
    • Wally Weitz, Weitz Funds
    • Marty Whitman, Third Avenue

    Companies mentioned in the report include Abbott Labs, Aetna, Alcatel-Lucent, Alleghany, Allegheny Energy, Alliance One, Allstate, AmeriCredit, ATP Oil & Gas, Baldwin & Lyons, Becton Dickinson, Boeing, BreitBurn Energy, Brookfield Asset Management, Brookfield Properties, CA, Campbell Soup, Capital Southwest, CapitalSource, Cardinal Health, CarMax, Chesapeake Energy, Citigroup, Columbia Banking, Contango Oil & Gas, Crosstex Energy, dELiA*s, Dell, DENTSPLY, Diageo, Dillard's, DineEquity, DIRECTV, Domtar, DreamWorks Animation, Enzon Pharma, Fair Isaac, Fairfax Financial, Forest City Enterprises, Forest Labs, Gastar Exploration, General Electric, Hartford Financial, Heritage-Crystal, Hertz, Humana, Huntsman, International Assets, International Coal, Investors Title, ITC Holdings, J.C. Penney, Jefferies Group, John Bean Tech, Johnson & Johnson, Kraft Foods, Leucadia National, Level 3 Comms, Lockheed Martin, Markel, McDonald's, MI Developments, Microsoft, MTS Systems, Multimedia Games, News Corp., Northrop Grumman, Omnicom, Orange 21, Overstock.com, Paychex, Pfizer, Pioneer Natural, Pool Corp., Resource America, RSC Holdings, Sears Holdings, Spirit AeroSystems, St. Joe, Syneron Medical, Theravance, Thomas Properties Group, TravelCenters, tw telecom, Tyco Electronics, United America Indemnity, United Parcel Svc, USG, Viad, ViaSat, Wal-Mart, Walt Disney, WellCare, Wells Fargo, Wendy's Arby's, Yum! Brands, Zenith National, Zoran, and more.

    Learn more about Portfolio Manager's Review.

    Subscribers, log in to download the full report.

    Themes: paul sonkin, hummingbird value, value investing, warren buffett, david einhorn, bruce berkowitz, bill ackman, prem watsa Stocks: MVC, LMT, ATPG, GRP, ADP, CSWC, BA, FCE
Back To The Manual of Ideas' Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Full index of posts »
Latest Followers

StockTalks

  • 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
More »

Latest Comments


Most Commented
Posts by Themes
10x45 bargain hunter, aaron edelheit, activist targets, atul gawande, austrian post, auto makers, banking, bankruptcy, berkshire annual meeting notes, berkshire hathaway annual meeting, berkshire hathaway annual meeting notes, bill ackman, Bill Miller, biotechnology, books, brain gaines, brand value, brian gaines, bruce berkowitz, Bruce Berkowitz, cable industry, charlie munger, china, commercial real estate, consumer goods, contrarian value stock screen, corporate governance, currencies, david einhorn, david rabinowitz, directory publishing industry, dividend paying stocks, Dividend Quick Picks Lists, dollar/currencies, Don Fitzgerald, don fitzgerald, Energy, energy, ETFs, europe, Europe, european value investing, fairholme, Federal Reserve, federal reserve policy, fertilizers, Financial, financial services, for-profit education, fund holdings,
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.