The Manual of Ideas: The Proven Framework for Finding the Best Value Investments
Author:John Mihaljevic (Author)
Publisher finelybook 出版社: Wiley
Publication Date 出版日期: 2025-09-03
Edition 版本: 2nd
Language 语言: English
Print Length 页数: 384 pages
ISBN-10: 1119052416
ISBN-13: 9781119052418
Book Description
Idea generation for value-oriented investing, from the top names in finance
The Manual of Ideas is the indispensable resource top investment firms like Berkshire Hathaway rely on for cutting edge research and investment ideas. As the definitive source for value investing opportunities, this book takes you inside the minds of the world’s top money managers to learn how they generate the bright ideas that lead to big profits. This new second edition includes insights from more than 100 exclusive interviews with leading fund managers to give you access to the thought processes of super value investors including Warren Buffett, Tom Gayner, and Joel Greenblatt. Real-life case studies bring each approach to life, revealing key lessons along the way, and new tables and charts illuminate important concepts to provide a quicker, easier read.
Successful investing begins with idea generation. Following the crowd will only get you so far, and the most successful investors from around the globe have developed their own approaches to identifying the right opportunities at the right time. This book lays out a gold mine of a framework to help you generate your own new and profitable value investment ideas.
Learn how the wizards of Wall Street find stocks
Apply each approach appropriately and effectively
Gain personal investing insight from leading fund managers
Identify, analyze, and implement the best value investing opportunities
Creative thinking is the unexpected lifeblood of investing, which is why great ideas are the focus of this book. If you’re ready to take investing to the next level, you’re going to have to realign your thinking―and The Manual of Ideas is your roadmap to untapped opportunity.
Editorial Reviews
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 second edition 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, Howard Marks, and Joel Greenblatt.
The Manual of Ideas, Second Edition includes:
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
In-depth discussion of the uses and misuses of each idea generation approach, along with key questions to ask of potential investment candidates
Real-life case studies that reveal key investing lessons and bring each distinct idea generation approach to life
Expanded wisdom, insights, and ideas drawn from more than 100 new exclusive interviews with leading fund managers worldwide
New tables and charts that illuminate key concepts and make the content more accessible
Great ideas are the lifeblood of investing and the exclusive focus of the second edition 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
“From esteemed author and investor John Mihaljevic, this standout guide brilliantly illuminates diverse paths to value investing success with compelling examples from various investors, offering enduring relevance that empowers readers at every level.” ―Christopher Tsai, President and Chief Investment Officer, Tsai Capital Corporation
“John Mihaljevic is one of the all-time best thinkers about the philosophy and practice of value investing. The Manual of Ideas should be essential reading for investors and scholars who want access to his opinions, as well as the opinions of the dozens of highly successful investors he references. It is a manual of exceptionally good ideas.” ―Edgar (Ed) Wachenheim III, Chairman, Greenhaven Associates
“John’s work has stood the test of time and has a permanent spot on my bookshelf in the canon of value investing. John has articulated a taxonomy of investing and how to navigate the world of financial markets. As a gifted writer he both educates those just learning the craft of investing as well as those who have made it their life’s work.” ―Scott Miller, Founder, Greenhaven Road Capital
“Most books that promise to teach you how to become a great investor overlook the crucial first step―how to find ideas worth researching in the first place. Leveraging his experience interviewing the world’s most successful investors, John Mihaljevic distills this wisdom into a practical, repeatable framework for generating investment ideas. Delving into some of the most effective value strategies, The Manual of Ideas will equip an investor with the tools to keep their pipeline full of compelling overlooked candidates ready to analyze.” ―Robert E. Robotti, President and CIO, Robotti & Company Advisors
“While value investing covers the full spectrum from growth to deep value, its core principles remain constant. In The Manual of Ideas, John masterfully distills wisdom from the community’s varied sources and schools of thought. It’s clear why he has built and nurtured MOI Global into the most diverse and inspiring value investing community today.” ―Elliot J. Turner, Chief Investment Officer, RGA Investment Advisors
About the Author
JOHN MIHALJEVIC, CFA, serves as Managing Editor of Latticework.com and Chairman of MOI Global, which he founded in 2008. Through invitation-only events and member publications, MOI Global fosters a community of intelligent investors united by a passion for lifelong learning. From 2005-2016, John managed a private partnership, Mihaljevic Partners LP. He is a winner of the Value Investors 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 near Zurich, Switzerland.