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- Is GM Worth $125 Billion?
- The Manual of Ideas submits: Investors cheered GM's debt exchange offer, but are buyers of [[GM]] stock making a mistake? Consider the following language from the company's press release: The aggregate amount of GM common stock to be issued to the U.S. Treasury or its designee pursuant to the U.S....
- External links 2009-04-28
- Value Investing Seminar: Why Josh Tarasoff Likes Ambassadors Group
- The Manual of Ideas submits: Josh Tarasoff, General Partner of Greenlea Lane Capital Partners, gave a presentation at the Value Investing Seminar yesterday. Tarasoff described his partnership's investment framework and made the case for Ambassadors Group EPAX, his fund's largest investment. Our notes from his speech follow: Investment Framework by...
- External links 2009-07-15
- Not Enough Margin of Safety in Precision Castparts
- The Manual of Ideas submits: Precision Castparts PCP has been hurt by the Boeing BA strike but should benefit when the 787 moves into production later in 2009. Backlog continues to be strong, but performance may deteriorate as aerospace and power generation feel the effects of the weak economy. As...
- External links 2008-12-28
- Despite Panoply of Issues, Are Boeing Shares Too Cheap to Ignore?
- The Manual of Ideas submits: Boeing BA is a unique company, in terms of scale of operations and delivery capabilities, with a sustainable competitive moat. The company will continue to win a large share of business in aerospace and defense, so the key question might be how demand...
- External links 2008-12-15
- Pacer: Cheap, Asset-Light Logistics Company
- The Manual of Ideas submits: Pacer PACR is a cheap, asset-light business in an otherwise capital-intensive industry. While some asset-light logistics companies, such as Expeditors International EXPD, have performed extremely well over the long term, we believe the model has matured and is fundamentally less attractive than it was in...
- External links 2009-01-15
- Chris Hohn's Top Two Stock Ideas
- The Manual of Ideas submits: Chris Hohn is the founder of The Children’s Investment Fund Management (TCI). Hohn runs a concentrated portfolio that is heavily weighted in industrials. by The Manual of Ideas
- External links 2009-03-12
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