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The Manual of Ideas: The Model Portfolio Issue, October 2011

October 04, 2011 | About:
This is an overview of the 111-page October 2011 monthly issue of The Manual of Ideas, entitled The Model Portfolio Issue.

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 Yale Chief Investment Officer David Swensen and Economics Nobel Laureate James Tobin, MOI delivers timely, differentiated investment ideas. In a market flooded with data and opinion, we deliver clarity.

How do we do it? We have developed a proprietary idea funnel that utilizes quantitative and qualitative screening techniques to focus our research team on companies meeting various criteria for outperformance. We also -comb- through areas of the market ripe for investor misperception and neglect. We then apply an analytical framework grounded in deep understanding of business economics, competitive dynamics and security analysis. Finally, we estimate the gap between market price and intrinsic value and render a judgment on the existence of catalysts to closing such gap. The result is a set of clear, concise and actionable recommendations designed to help you outperform.

-The MOI is a wonderful way to expose yourself to the thoughts and screens of some of the most successful investors and investment methods out there:

Tom Gayner, Chief Investment Officer, Markel Corporation

-Very useful:

—Murat Ozbaydar, Portfolio Manager, Soros Fund Management

-We do similar work ourselves:

Glenn Greenberg, Managing Director, Chieftain Capital Management

-The Manual of Ideas is a tremendous effort and very well put together:

Mohnish Pabrai, Managing Partner, Pabrai Investment Funds

-An extremely valuable resource:

—Guy Spier, Principal, Aquamarine Capital Management

Video below:

About the author:

Jacob Wolinsky
My investment ideas have been inspired by many of value investors including Benjamin Graham, Charles Royce, John Neff, Joel Greenblatt, Peter Lynch, Seth Klarman,Martin Whitman and Bruce Greenwald. .I live with my wife and daughter in Monsey, NY. I can be contacted jacobwolinsky(AT)gmail.com and my blog is www.valuewalk.com

Visit Jacob Wolinsky's Website


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