The Manual of Ideas: The Proven 英文 John Wiley & Sons

　　内容简介
# @4 @2 o# V4 ?, s. V: {3 g- Z8 m　　The Manual of Ideas is a self-described "idea funnel" for the world's top money managers, including Joel Greenblatt and Guy Spier, and now, for the first time, Managing Editor John Mihaljevic reveals the proprietary framework behind this exclusive community's quest for untapped investment ideas. Each month, Mihaljevic and his team delivers a review of 20-25 pre-qualified investment ideas,s well as a proprietary ranking methodology to zero in on the three to five most compelling investments. Mihaljevic's subscribers include the most influential names in finance. And now, he brings his well-tuned framework to the general investing public with a step-by-step manual to finding, researching, analyzing, and implementing worthy ideas. The Manual of Ideas sets a new standard in investment idea generation?-t may be the next best thing to having a direct view into the idea generation work of superinvestors such as Warren Buffett, Seth Klarman or Glenn Greenberg.
) |7 U7 z1 I& L! S　　作者简介
　　John Mihaljevic (New York, NY and Zurich, Switzerland) is the managing editor of The Manual of Ideas, a highly acclaimed idea-oriented research publication for sophisticated investors. Leading value investment firms rely on The Manual of Ideas in their idea generation processes, including Aquamarine Capital, Bares Capital, Southeastern Asset Management, Markel Corporation, Pabrai Investment Funds, Teton Capital, and many others. In addition to his role as managing editor of The Manual of Ideas, John also serves as managing member of Mihaljevic Capital Management, a private investment firm. Johns past experience includes positions as an investment banker at Merrill Lynch and senior equity research analyst at Thomas Weisel Partners, where he founded the firms financial services equity research practice and became one of the youngest vice presidents in the history of the firm. John laid the foundation for his investment career while studying under Yale University chief investment officer David Swensen and serving as research associate to Economics Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale. He is a CFA charterholder.
　　目录
　　Contents
　　Title
　　Copyright
& t# u" G5 ?! t9 X) `& J& X　　Dedication
# m) A8 E8 E- F! x$ |　　Foreword
! v$ j3 y. e* A% x( p; i. {　　Preface
$ |) B; T# _7 Z$ \6 l9 J　　Chapter 1: A Highly Personal Endeavor
　　Give Your Money to Warren Buffett, or Invest It Yourself?
　　Cast Yourself in the Role of Capital AllocatorOwner Mentality
. P" z" v$ v& D& O1 s6 `; O　　Stock Selection Framework
　　Key Takeaways
: Q8 G: b( h3 s( E/ e　　Notes
　　Chapter 2: Deep Value: Ben Graham–Style BargainsThe Approach: Why It Works
9 r6 Z( c! R' ?. W0 m; v　　Uses and Misuses of Ben Graham–Style InvestingScreening for Graham-Style Bargains
* N* b- f8 l/ J' B7 G1 p- ^/ J　　Beyond Screening: Working through a List of Deep Value CandidatesAsking the Right Questions of Graham-Style BargainsKey Takeaways
0 o. G  q, s$ ]& d5 f" x! O7 ^  ]　　Notes
　　Chapter 3: Sum-of-the-Parts Value
" F9 `4 O( I  k$ S! e) T　　The Approach: Why It Works
　　Uses and Misuses of Investing in Companies with Overlooked AssetsScreening for Companies with Multiple AssetsBeyond Screening: Proven Ways of Finding Hidden AssetsAsking the Right Questions of Companies with Hidden AssetsKey Takeaways
' Z, W& ]! y6 i" g　　Notes
- O. b* s. d. ^/ I+ ^3 I　　Chapter 4: Greenblatt’s Magic Search for Good and Cheap StocksThe Approach: Why It Works
　　Uses and Misuses of Investing in Good and Cheap CompaniesScreening for Good and Cheap Companies
  j' ^* o2 r9 P- U0 r) A, M* C, x( \　　Beyond Screening: Hope for Improvement Springs EternalAsking the Right Questions of Greenblatt-Style BargainsKey Takeaways
9 O0 g. ~7 i% X　　Notes
" T/ z3 R' M9 p. }0 ?　　Chapter 5: Jockey Stocks
　　The Approach: Why It Works
　　Uses and Misuses of Investing in Jockeys
　　Screening for Jockey Stocks
" W% t# \. z' |3 Q. d0 `8 m# B　　Beyond Screening: Building a Rolodex of Great ManagersAsking the Right Questions of Management
　　Key Takeaways
9 K5 z1 U3 A9 {　　Notes
9 O: H; }6 ~* `　　Chapter 6: Follow the Leaders
　　Superinvestors Are Super for a Reason
3 W9 E5 k: ?) Q% i. x# z　　Uses and Misuses of Superinvestor TrackingScreening for Companies Owned by SuperinvestorsThe Superinvestors of Buffettsville
　　Beyond Screening: What Makes a Company Attractive to Superinvestors?
　　Key Takeaways
7 y7 j( S4 a" A* l% L　　Notes
　　Chapter 7: Small Stocks, Big Returns?
  G4 B% q/ V! D　　The Approach: Why It Works
; O  Z: Q: n0 G: B　　Uses and Misuses of Investing in Small CompaniesScreening for Promising Small- and Micro-CapsBeyond Screening: Other Ways of Finding Compelling Small- and Micro-Cap IdeasAsking the Right Questions of Small-Cap ProspectsKey Takeaways
　　Notes
- k) f& w$ t8 C" ]. \　　Chapter 8: Special Situations
　　The Approach: Why It Works
　　Uses and Misuses of Investing in Special SituationsUning Special Situations
　　Asking the Right Questions of Special SituationsKey Takeaways
/ s) T7 k: W9 H  N　　Notes
　　Chapter 9: Equity Stubs
$ P0 x7 Q) j' ?* @0 o3 E, i　　The Approach: Why It Works
　　Uses and Misuses of Investing in Equity StubsScreening for Equity Stubs
- D2 c9 M( B1 A+ _2 G+ Y8 T　　Beyond Screening: An Ambulance-Chasing ApproachAsking the Right Questions of Equity StubsKey Takeaways
+ _3 Q) G5 \  B. Q. V9 s; j6 r　　Notes
　　Chapter 10: International Value InvestmentsThe Approach: Why It Works
8 d: }" A+ Y) R8 n1 }$ ?+ W　　Uses and Misuses of Investing in International EquitiesScreening for International Equities
  p5 y0 h' h6 y　　Beyond Screening: Riding the Coattails of Regional ExpertsAsking the Right Questions of International EquitiesKey Takeaways
　　Notes
　　References
　　About the Author
: o! a/ V2 q8 [) b( \' z6 D3 A3 z　　Index
' G2 Y5 C" ]& A- F, L7 T

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