“A highly recommended read to prepare for 2014, which could be much trickier than 2013.” (Strictly Financial, December 2013).
From the Inside Flap
The definitive source for value investing ideas from the brightest minds in the business Considered an indispensable source for cutting-edge research and ideas among the world's top investment firms and money managers, the journal The Manual of Ideas boasts a list of subscribers that reads like a Who's Who of high finance. Serving as an "idea funnel" for the world's top money managers, the journal gives its subscribers a look inside the minds of the world's most successful value investors, revealing how they generate the bright ideas that lead to big profits. Now, this book opens up The Manual of Ideas for every investor, providing a proven framework for finding, analyzing, and implementing the best value investing opportunities. Based on interviews with more than 100 top fund managers, this gold mine of wisdom gives you unique access to the thought processes of such super value investors as Warren Buffett, Glenn Greenberg, and Joel Greenblatt. The Manual of Ideas includes: Reviews of more than twenty pre-qualified investment ideas, providing an original ranking methodology to help you zero-in on the three to five most compelling investments available A variety of idea-generation techniques from the wizards of value investing, such as Ben Graham's "Cigar Butt" strategy and Joel Greenblatt's "Magic Formula" technique for finding good and cheap stocks Other techniques, including strategies for finding companies with hidden assets, investing in small- and micro-cap stocks, event-driven investing, equity stubs, and international value investing And much more Great ideas are the lifeblood of investing and the exclusive focus of The Manual of Ideas. Look inside and learn how to generate your own new and profitable value investing ideas.
From the Back Cover
Praise for The Manual of Ideas "Smart investors will read this book carefully and hope that few others do." Bryan Lawrence, founder, Oakcliff Capital "This is a fantastic book chock-full of investing wisdom fit for both amateur and pro. John has produced an investment gem that's wide-ranging in scope yet packaged in concise form." Allan Mecham, founder, Arlington Value Capital "A great read and very useful. The strategies in The Manual of Ideas give investors tangible and solid opportunities to maximize any portfolio." Dave Sather, President, Sather Financial Group, Inc. "John Mihaljevic publishes what I regard as the very best investing newsletter on the planet. Actually, it is more of a frequently updated investing manual. This fantastic book is chock-full of exceptional value investing wisdom gleaned from the best and curated by perhaps the best value investing curator out there. Reading it can only lead to better investing results for everyone. Thank you, John, for your exceptional service to the value investing community." Mohnish Pabrai, Managing Partner, Pabrai Investment Funds " The Manual of Ideas is a comprehensive investing book that clearly outlines a variety of ways to successfully navigate the complex global investment landscape. There are many excellent insights, describing specific tools, strategies, and approaches to becoming an outstanding investor. The book includes approaches used by some of the best investors in the world to generate ideas, evaluate business models, and assess management teams. While successful investing requires flexibility and originality, it must always be grounded in a disciplined analytical approach, focusing first on assessing and managing risk. I highly recommend The Manual of Ideas to all prospective investors from beginners to experienced practitioners." Paul Lountzis, President, Lountzis Asset Management, LLC "Informed by countless hours interviewing the world's greatest investors and John's rich experience and insights, The Manual of Ideas arms the reader with a powerful set of idea-generation tools. The book efficiently covers the spectrum of value investing approaches, each brought to life with outstanding real-world examples. The book's combination of effective tools and instruction offers a high return on investment!" Jason Dunn, CFA, founder/Portfolio Manager, White Bison Capital
About the Author
John Mihaljevic, CFA, is a Managing Editor of The Manual of Ideas , the monthly idea-oriented research publication for value-oriented investors, and a Managing Director of ValueConferences, a series of fully online investment conferences for value-oriented investors. He has also served as Managing Partner of the investment firm Mihaljevic Capital Management LLC since 2005. He is a member of Value Investors Club, an exclusive community of top money managers, and has won the club's prize for best investment idea. John is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as research assistant to Nobel laureate James Tobin. John holds a BA in economics, summa cum laude , from Yale and is a CFA charterholder. He resides in Zurich, Switzerland, with his wife, two sons, and a daughter.