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- Resources for Researching Companies Trading on European Exchanges
- The Manual of Ideas submits: Want to get live news alerts from UK companies in your email inbox? Looking for latest financials on German stocks? Confused about the share ownership of an Italian firm? No problem! After reading this article you should be equipped with some basic tools to help...
- External links 2009-10-18
- Staley Cates on Chesapeake CEO Compensation
- The Manual of Ideas submits: Staley Cates, President of Southeastern Asset Management, provided his view on the compensation package of Aubrey McClendon, CEO of Chesapeake Energy CHK, during an annual presentation of Southeastern on May 7. In light of our recent critique of the scandalous dealings between Chesapeake and McClendon,...
- External links 2009-05-21
- Chesapeake Energy Explains, But Ignorant Shareholders Just Don't Get It
- The Manual of Ideas submits: A truly amazing letter by the Chesapeake Energy CHK general counsel ("GC") is making the rounds among investors concerned with public companies' corporate governance practices. While we have not followed CHK's corporate actions to date, the above-linked letter caught our attention. In the letter, CHK's...
- External links 2009-05-17
- Value Investing Congress: Jed Nussdorf Likes Reinsurance Industry Dynamics
- The Manual of Ideas submits: Jed Nussdorf, founder of Soapstone Capital, recently finished his presentation at the Value Investing Congress. The following are our notes of the presentation, entitled In Search of Pricing Power. Area of Investment Opportunity: Reinsurance by The Manual of Ideas
- External links 2009-05-06
- Value Investing Congress: David Rabinowitz Likes Lancashire Holdings
- The Manual of Ideas submits: David Rabinowitz, who runs Kirkwood Capital, spoke at the Value Investing Congress today. The following are our notes from his presentation, entitled Stock-picking for the Scared and the Ignorant: Notes from an Expert. Investment Idea: LONG Lancashire Holdings (LCSHF.PK) by The Manual of Ideas
- External links 2009-05-06
- 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
- Banking Holds Chaos and Opportunity - Value Investing Congress
- The Manual of Ideas submits: David Chu and Igor Lotsvin, of Soma Asset Management, spoke Tuesday at the Value Investing Congress entitled The U.S. Banking Sector: Chaos and Opportunity. The following are our unedited notes from their presentation: Economic Outlook by The Manual of Ideas
- External links 2009-05-06
- MOVE: Why David Nierenberg Likes It
- The Manual of Ideas submits: David Nierenberg, founder of D3 Family of Funds, recently completed his speech at the Value Investing Congress. Here are our unedited notes from the presentation, entitled Not Dead Yet: Surviving Today to Triumph Tomorrow. About Investment Risk by The Manual of Ideas
- External links 2009-05-06
- Travelzoo's Q1 Performance Impresses
- The Manual of Ideas submits: Internet media company Travelzoo TZOO impressed with its 1Q09 results, primarily because it managed to stabilize the U.S. business amid a continuing downturn in the travel industry. This should not have come as a surprise to those familiar with the company, however, as Travelzoo's...
- External links 2009-04-28
- 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
- American Express Earnings Confirm: This Is Quite a Business
- The Manual of Ideas submits: Value investors know that the time to buy into wide-moat, high-ROIC businesses is when they are on sale, i.e., when the rest of the world goes into fear mode. Fear often blinds investors from judging objectively underlying value, preventing them from buying businesses well below...
- External links 2009-04-23
- American Express Shares Deserve Serious Consideration
- The Manual of Ideas submits: The Manual of Ideas has put together a one-page snapshot of how American Express (NYSE: AXP) actually makes money. We have tied some of the company's key operating metrics to AXP's income statement to show you the key drivers of AXP's profitability. Our Bottom Line...
- External links 2009-04-22
- Harvest Smiles as Chavez Wants to Be Our Friend
- The Manual of Ideas submits: When we saw the picture of President Obama shaking hands with Hugo Chavez last weekend, with Chavez reportedly saying he wanted to be our "friend," another picture came to mind -- that of U.S. oil company Harvest Natural Resources HNR perhaps deriving some value from...
- External links 2009-04-22
- Harman International: Has David Einhorn's Thesis Already Played Out?
- The Manual of Ideas submits: The research team of The Manual of Ideas recently profiled a new holding of David Einhorn's Greenlight Capital. The analysis follows: BUSINESS OVERVIEW by The Manual of Ideas
- External links 2009-05-29
- What Does Seth Klarman See in Facet Biotech?
- The Manual of Ideas submits: By Zain Griffith In the May issue of Portfolio Manager's Review - "The Superinvestor Issue," our team highlighted 100 companies owned by well respected investors and profiled 30 of them. by The Manual of Ideas
- External links 2009-06-07
- 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
- High Executive Pay Not Out of Style at Abercrombie & Fitch
- The Manual of Ideas submits: By Zain Griffith It pays well to work at Abercrombie & Fitch ANF, especially if you’re CEO Mike Jefferies. According to a report recently cited by The Deal, Jefferies received $71.8 million in total compensation in 2008—making him the 10th highest paid CEO in the...
- External links 2009-09-02
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