Produktbild: The Manual of Ideas

The Manual of Ideas The Proven Framework for Finding the Best Value Investments

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Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

03.09.2025

Verlag

Wiley

Seitenzahl

384

Maße (L/B/H)

23,3/15,6/3,4 cm

Gewicht

602 g

Auflage

2nd edition

Sprache

Englisch

ISBN

978-1-119-05241-8

Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

03.09.2025

Verlag

Wiley

Seitenzahl

384

Maße (L/B/H)

23,3/15,6/3,4 cm

Gewicht

602 g

Auflage

2nd edition

Sprache

Englisch

ISBN

978-1-119-05241-8

Herstelleradresse

Libri GmbH
Europaallee 1
36244 Bad Hersfeld
DE

Email: gpsr@libri.de

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  • Produktbild: The Manual of Ideas
  • Foreword to the First Edition ix

    Foreword to The Manual of Ideas (Second Edition) xi

    Preface xv

    Part One MINDSET

    Chapter 1 Identify as a Capital Allocator: Put Your Capital Where It Is Treated Best 3

    Passive Versus Active Investing 4

    Role of Capital Allocator 9

    Owner Mentality 17

    Stock Selection Framework 21

    Key Takeaways 23

    Notes 25

    Chapter 2 Invert, Always Invert: To Finish First, First Finish 27

    Following the Crowd 30

    If You Don't Blow Up 37

    Ergodicity: Win Infinite Games 40

    Entropy: A Lesson from Thermodynamics 43

    Key Takeaways 46

    Notes 48

    Part Two IDEA GENERATION

    Chapter 3 Ben Graham Bargains: Deep Discounts to Readily Ascertainable Net Asset Value 51

    The Approach: Why It Works 52

    Uses and Misuses of Deep Value Investing 63

    Screening for Graham-Style Bargains 71

    Beyond Screening: Working Through a List of Deep Value Candidates 74

    Asking the Right Questions of Graham-Style Bargains 79

    Key Takeaways 84

    Notes 85

    Chapter 4 Sum of the Parts: Investing in Companies with Multiple Sources of Value 87

    The Approach: Why It Works 88

    Uses and Misuses of Investing in Companies with Overlooked Assets 91

    Screening for Companies with Multiple Assets 94

    Beyond Screening: Proven Ways of Finding Hidden Assets 100

    Asking the Right Questions of Companies with Hidden Assets 108

    Key Takeaways 111

    Notes 112

    Chapter 5 Compounders, GARP, and Greenblatt's Magic Formula 115

    The Approach: Why It Works 116

    Uses and Misuses of Investing in Good and Cheap Companies 123

    Screening for Good and Cheap Companies 131

    Beyond Screening: Hope for Improvement Springs Eternal 135

    Asking the Right Questions of Greenblatt-Style Bargains 139

    Key Takeaways 146

    Notes 147

    Chapter 6 Jockeys: Great Managers, Owner-Operators, and "Outsiders": Making Money Alongside Great CEOs 149

    The Approach: Why It Works 151

    Uses and Misuses of Investing in Jockeys 154

    Screening for Jockey Stocks 164

    Beyond Screening: Building a Rolodex of Great Managers 174

    Asking the Right Questions of Management 179

    Key Takeaways 185

    Notes 186

    Chapter 7 The Smart Money: Finding Opportunity in Superinvestor Portfolios 189

    Superinvestors Are Super for a Reason 190

    Uses and Misuses of Superinvestor Tracking 193

    Screening for Companies Owned by Superinvestors 196

    The Superinvestors of Buffettsville 198

    Beyond Screening: What Makes a Company Attractive to Superinvestors? 205

    Key Takeaways 209

    Notes 211

    Chapter 8 Diamonds in the Rough: The Opportunity in Underfollowed Small- and Micro-Caps 213

    The Approach: Why It Works 214

    Uses and Misuses of Investing in Small Companies 219

    Screening for Promising Small- and Micro-Caps 223

    Beyond Screening: Other Ways of Finding Compelling Small- and Micro-Cap Ideas 231

    Asking the Right Questions of Small-Cap Prospects 241

    Key Takeaways 246

    Notes 247

    Chapter 9 Special Situations: Uncovering Opportunity in Event-Driven Investments 249

    The Approach: Why It Works 250

    Uses and Misuses of Investing in Special Situations 254

    Uncovering Special Situations 262

    Asking the Right Questions of Special Situations 266

    Key Takeaways 271

    Notes 272

    Chapter 10 Equity Stubs: Investing (or Speculating) in Leveraged Companies 273

    The Approach: Why It Works 275

    Uses and Misuses of Investing in Equity Stubs 276

    Screening for Equity Stubs 285

    Beyond Screening: An Ambulance-Chasing Approach 288

    Asking the Right Questions of Equity Stubs 291

    Key Takeaways 298

    Notes 299

    Chapter 11 Global Investing: Searching for Value beyond Home Country Borders 301

    The Approach: Why It Works 303

    Uses and Misuses of Investing in International Equities 306

    Screening for International Equities 314

    Beyond Screening: Riding the Coattails of Regional Experts 320

    Asking the Right Questions of International Equities 324

    Key Takeaways 328

    Notes 329

    Bibliography 331

    About the Author 343

    Index 345