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Coming June 1: The Manual of Ideas: The Superinvestor Issue

May 28, 2011 4:21 AM ETBIG, LSAK, ARO, MKL
Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

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.


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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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