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- Notes from the Value Investing Congress
- The Manual of Ideas submits: Zeke Ashton, founder and Managing Partner of Centaur Capital, recently concluded his presentation at the Value Investing Congress. The following are our notes from the presentation, entitled Surviving the Worst Case: Risk Management and Value Investing. LONG Investment Idea: Alleghany Y by The Manual...
- External links 2009-05-06
- Is Smart Money Betting on Inflation?
- The Manual of Ideas submits: One no longer needs to turn to well-known Fed critics such as Jim Rogers or Marc Faber to hear warnings about the risk of accelerating inflation. Concerns have been expressed recently by some of the investors we respect most, including Bill Ackman, Warren Buffett, David...
- External links 2009-06-29
- Eye on European Stocks That David Einhorn Finds Attractive
- The Manual of Ideas submits: In a Q2 letter to investors, dated July 13th, respected value investor David Einhorn of Greenlight Capital states that at the end of the second quarter, "the five largest disclosed long positions in the [Greenlight] Partnerships are Arkema, Criteria Caixa, Ford Motor Company debt, gold,...
- External links 2009-10-13
- James Grant's Economic Outlook: Unorthodox, But Is It Correct?
- The Manual of Ideas submits: James Grant, editor of Grant's Interest Rate Observer, argues in a Wall Street Journal editorial that the economic recovery is likely to surprise — on the upside. Grant invokes historical experience in making the point that "the deeper the slump, the zippier the recovery." He...
- External links 2009-09-21
- Yale Endowment: Don't Mistake Lack of Liquidity for Lack of Value
- The Manual of Ideas submits: Yale President Richard Levin sent the following endowment update to Yale alumni yesterday afternoon: We explained in our messages to the community last December and February that we did not want to overreact to the downturn in financial markets by making...
- External links 2009-09-11
- Market Is Neither Bear Nor Bull, But 'Cowardly Lion' - Katsenelson
- The Manual of Ideas submits: Vitaliy Katsenelson, director of research at Investment Management Associates and author of the book Active Value Investing, recently published a thought-provoking presentation on making money in range-bound markets. We found the following takeaways particularly noteworthy: Investors typically describe markets...
- External links 2009-08-13
- Tobin's Q Ratio Sends Modestly Bearish Long-Term Signal
- The Manual of Ideas submits: Written by Robert Huebscher of Advisor Perspectives. Strong market performance during the second quarter has claimed a victim. Tobin’s Q ratio, one of the most reliable barometers of market valuation, is now 0.72 – up from its March low of 0.33 – indicating the market...
- External links 2009-07-08
- Tobin's Q No Longer Bullish on U.S. Equities
- The Manual of Ideas submits: In a report released on June 28, Manual of Ideas editor John Mihaljevic estimates that Tobin's Q, which compares market value to replacement cost, has risen from a March low of 0.33 to 0.72 today. This puts the current ratio roughly in line with the...
- External links 2009-06-29
- Fed Continues to Posture on Inflation
- The Manual of Ideas submits: Federal Reserve Vice Chairman Donald Kohn and New York Fed Bank President William Dudley are quoted as saying that they have virtually no worries about inflation. Writes Bloomberg, Vice Chairman Donald Kohn, speaking yesterday in Nashville, Tennessee, said the Fed has loaned to "sound" borrowers...
- External links 2009-04-20
- Could SDRs Threaten the Dollar?
- The Manual of Ideas submits: At the recent G20 summit in London, political leaders agreed to create $250 billion of special drawing rights SDRs, which will be exchangeable into a basket of currencies rather than just the U.S. dollar. With the dollar continuing to enjoy the position of world's de...
- External links 2009-04-09
- Greenspan Opines in the FT: Should You Care?
- The Manual of Ideas submits: Former Federal Reserve Chairman Alan Greenspan writes in the Financial Times that "some financial institutions have become too big to fail as their failure would raise systemic concerns." He goes on to say, "This status gives them a highly market-distorting...
- External links 2009-03-29
- Do Banks Have an Obligation to Lend?
- The Manual of Ideas submits: There seems to be this universal expectation at the moment that banks have some kind of obligation to lend money. by The Manual of Ideas
- External links 2009-02-12
- Develop Your Intuition for Value
- The Manual of Ideas submits: Millions of investors have read Ben Graham’s The Intelligent Investor, Warren Buffett’s annual letters to Berkshire Hathaway shareholders, and other pieces of investment wisdom. Few, however, have consistently beaten the major stock market indices. This somewhat surprising outcome conforms...
- External links 2009-02-09
- Are You Kidding? CBO's Laughable TARP Claims
- The Manual of Ideas submits: The Congressional Budget Office has released its first statutory report on transactions under the Troubled Asset Relief Program (TARP). It appears the government managed to spend $247 billion in cash under TARP through December 31st. But this is not Washington’s only “accomplishment.” The bureaucrats score...
- External links 2009-01-18
Additional Resources
- Warren Buffett Might Put ValueClick in the 'Too Difficult' Pile
- The Manual of Ideas submits: ValueClick VCLK is the kind of investment Warren Buffett might put in the “too difficult” pile. Not only does the company compete in the fast-changing, technology-driven online advertising market, but it has also been cobbled together from various acquisitions, making it difficult to judge organic...
- External links 2008-12-26
- Talk gets cheaper as India's mobiles price war hots up
- People once thought Indian mobile phone tariffs could not fall any further. Aggressive operators, such as Reliance Communications, boasted that their tariffs of one rupee per minute were the world's lowest.Not any more. In recent months, a wave of aggressive new entrants has played havoc with the market.Foreign operators,...
- News items 2009-11-02
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