The Manual of Ideas

Reveals the proprietary framework used by an exclusive community of top money managers and value investors in their never-ending quest for untapped investment ideas

Considered an indispensable source of cutting-edge research and ideas among the world’s top investment firms and money managers, the journal The Manual of Ideas boasts a subscribers list that reads like a Who’s Who of high finance. Written by that publication’s managing editor and inspired by its mission to serve as an “idea funnel” for the world’s top money managers, this book introduces you to a proven, proprietary framework for finding, researching, analyzing, and implementing the best value investing opportunities. The next best thing to taking a peek under the hoods of some of the most prodigious brains in the business, it gives you uniquely direct access to the thought processes and investment strategies of such super value investors as Warren Buffett, Seth Klarman, Glenn Greenberg, Guy Spier and Joel Greenblatt.

• Written by the team behind one of the most read and talked-about sources of research and value investing ideas
• Reviews more than twenty pre-qualified investment ideas and provides an original ranking methodology to help you zero-in on the three to five most compelling investments
• Delivers a finely-tuned, proprietary investment framework, previously available only to an elite group of TMI subscribers
• Step-by-step, it walks you through a proven, rigorous approach to finding, researching, analyzing, and implementing worthy ideas

Table of Contents

Chapter 1: A Highly Personal Endeavor: What Do You Want to Own?
Chapter 2: Deep Value: Ben Graham–Style Bargains: Inelegant but Profitable Strategy of Cigar Butt Investing
Chapter 3: Sum-of-the-Parts Value: Investing in Companies with Excess or Hidden Assets
Chapter 4: Greenblatt’s Magic Search for Good and Cheap Stocks
Chapter 5: Jockey Stocks: Making Money alongside Great Managers
Chapter 6: Follow the Leaders: Finding Opportunity in Superinvestor Portfolios
Chapter 7: Small Stocks, Big Returns?: The Opportunity in Underfollowed Small- and Micro-Caps
Chapter 8: Special Situations: Uncovering Opportunity in Event-Driven Investments
Chapter 9: Equity Stubs: Investing (or Speculating?) in Leveraged Companies
Chapter 10: International Value Investments: Searching for Value beyond Home Country Borders