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	<title><![CDATA[the manual of ideas Resources | BNET]]></title>
	<link><![CDATA[http://resources.bnet.com/topic/the+manual+of+ideas.html]]></link>
	<description><![CDATA[White papers, case studies, business articles, and blog posts relating to the manual of ideas]]></description>
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		<title><![CDATA[Resources for Researching Companies Trading on European Exchanges]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F167168-resources-for-researching-companies-trading-on-european-exchanges%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Sun, 18 Oct 2009 07:35:24 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/seeking+alpha.html"><![CDATA[Seeking Alpha]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
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		<title><![CDATA[Eye on European Stocks That David Einhorn Finds Attractive]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F166127-eye-on-european-stocks-that-david-einhorn-finds-attractive%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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,...]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Tue, 13 Oct 2009 01:26:42 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
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		<title><![CDATA[James Grant's Economic Outlook: Unorthodox, But Is It Correct?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F162398-james-grant-s-economic-outlook-unorthodox-but-is-it-correct%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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 &#8212; on the upside. Grant invokes historical experience in making the point that "the deeper the slump, the zippier the recovery." He...]]></description>
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		<pubDate>Mon, 21 Sep 2009 12:17:50 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
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		<title><![CDATA[Yale Endowment: Don't Mistake Lack of Liquidity for Lack of Value]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F160942-yale-endowment-don-t-mistake-lack-of-liquidity-for-lack-of-value%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Fri, 11 Sep 2009 12:21:31 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
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		<title><![CDATA[High Executive Pay Not Out of Style at Abercrombie & Fitch]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F159602-high-executive-pay-not-out-of-style-at-abercrombie-fitch%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[The Manual of Ideas submits: By Zain Griffith It pays well to work at Abercrombie & Fitch ANF, especially if you&#8217;re CEO Mike Jefferies. According to a report recently cited by The Deal, Jefferies received $71.8 million in total compensation in 2008&#8212;making him the 10th highest paid CEO in the...]]></description>
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		<pubDate>Wed, 02 Sep 2009 06:03:09 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/retail.html"><![CDATA[Retail]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
		<category domain="http://resources.bnet.com/topic/abercrombie+%2526+fitch+co..html"><![CDATA[Abercrombie & Fitch Co.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">ANF</category>
		<category domain="tickers">ANF</category>
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		<title><![CDATA[Market Is Neither Bear Nor Bull, But 'Cowardly Lion' - Katsenelson]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F156043-market-is-neither-bear-nor-bull-but-cowardly-lion-katsenelson%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Thu, 13 Aug 2009 08:58:59 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
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		<title><![CDATA[Sprott's Peter Hodson Likes Gravity]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F155338-sprott-s-peter-hodson-likes-gravity%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[The Manual of Ideas submits: Well-regarded fund manager Peter Hodson of Sprott Asset Management presented a compelling investment case for Gravity Co. GRVY in an interview with Canada's Business News Network on August 6th. Hodson's argument is in line with the thesis presented in a recent issue of Downside Protection...]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Tue, 11 Aug 2009 03:29:17 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/software.html"><![CDATA[Software]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
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		<title><![CDATA[Value Investing Seminar: Danilo Santiago Favors Lowe's, Home Depot]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F150103-value-investing-seminar-danilo-santiago-favors-lowe-s-home-depot%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[The Manual of Ideas submits: Danilo Santiago, founding partner of Rational Asset Management, presented at the Value Investing Seminar last week. Santiago outlined his long thesis on Lowe's LOW and Home Depot HD. Excerpts from his speech follow: Investment Philosophy by The Manual of Ideas]]></description>
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		<pubDate>Tue, 21 Jul 2009 05:40:09 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/retail.html"><![CDATA[Retail]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
		<category domain="http://resources.bnet.com/topic/home+depot+inc..html"><![CDATA[Home Depot Inc.]]></category>
		<category domain="http://resources.bnet.com/topic/lowe%2527s+companies+inc..html"><![CDATA[Lowe's Companies Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">HD</category>
		<category domain="http://rss.financialcontent.com/stocksymbol">LOW</category>
		<category domain="tickers">HD,LOW</category>
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		<title><![CDATA[Victor Fasciani Likes Contango Oil & Gas]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F149248-victor-fasciani-likes-contango-oil-gas%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[The Manual of Ideas submits: Victor Fasciani, Managing Partner of Praetorian Value Fund, made a compelling case for Contango Oil & Gas MCF during his presentation at the Value Investing Seminar in Molfetta, Italy Wednesday. Our notes from his speech follow: Praetorian Value Fund -- Investment Philosophy by The Manual...]]></description>
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		<pubDate>Thu, 16 Jul 2009 08:36:42 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
		<category domain="http://resources.bnet.com/topic/contango+oil+%2526+gas+co..html"><![CDATA[Contango Oil & Gas Co.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">MCF</category>
		<category domain="tickers">MCF</category>
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		<title><![CDATA[Value Investing Seminar: Why Josh Tarasoff Likes Ambassadors Group]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F148924-value-investing-seminar-why-josh-tarasoff-likes-ambassadors-group%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
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		<pubDate>Wed, 15 Jul 2009 05:22:21 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/transport.html"><![CDATA[Transport]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
		<category domain="http://resources.bnet.com/topic/ambassadors+group+inc..html"><![CDATA[Ambassadors Group Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">EPAX</category>
		<category domain="tickers">EPAX</category>
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		<title><![CDATA[Guy Spier: Navigating Between Fear and Greed]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F148845-guy-spier-navigating-between-fear-and-greed%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[The Manual of Ideas submits: Noted value investor Guy Spier, CEO of Aquamarine Capital, gave a presentation at the Value Investing Seminar in Italy yesterday, entitled Navigating Between Fear & Greed Using Checklists. Our first-hand notes from his speech follow:  Importance of Neurology in Investing    ...]]></description>
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		<pubDate>Wed, 15 Jul 2009 01:35:54 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/seeking+alpha.html"><![CDATA[Seeking Alpha]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
		<category domain="http://resources.bnet.com/topic/american+express+co..html"><![CDATA[American Express Co.]]></category>
		<category domain="http://resources.bnet.com/topic/devry+inc..html"><![CDATA[DeVRY Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">AXP</category>
		<category domain="http://rss.financialcontent.com/stocksymbol">DV</category>
		<category domain="tickers">AXP,DV</category>
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		<title><![CDATA[Tobin's Q Ratio Sends Modestly Bearish Long-Term Signal]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F147619-tobin-s-q-ratio-sends-modestly-bearish-long-term-signal%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[The Manual of Ideas submits: Written by Robert Huebscher of Advisor Perspectives. Strong market performance during the second quarter has claimed a victim. Tobin&#8217;s Q ratio, one of the most reliable barometers of market valuation, is now 0.72 &#8211; up from its March low of 0.33 &#8211; indicating the market...]]></description>
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		<pubDate>Wed, 08 Jul 2009 05:02:07 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
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		<title><![CDATA[Tobin's Q No Longer Bullish on U.S. Equities]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F145891-tobin-s-q-no-longer-bullish-on-u-s-equities%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
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		<pubDate>Mon, 29 Jun 2009 12:46:23 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
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		<title><![CDATA[Is Smart Money Betting on Inflation?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F145882-is-smart-money-betting-on-inflation%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
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		<pubDate>Mon, 29 Jun 2009 12:20:09 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
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		<title><![CDATA[What Does Seth Klarman See in Facet Biotech?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F141857-what-does-seth-klarman-see-in-facet-biotech%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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]]></description>
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		<pubDate>Sun, 07 Jun 2009 11:15:06 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/biotech.html"><![CDATA[Biotech]]></category>
		<category domain="http://resources.bnet.com/topic/healthcare.html"><![CDATA[Healthcare]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
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		<title><![CDATA[Harman International: Has David Einhorn's Thesis Already Played Out?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F140344-harman-international-has-david-einhorn-s-thesis-already-played-out%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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]]></description>
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		<pubDate>Fri, 29 May 2009 08:14:23 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/gadgets.html"><![CDATA[Gadgets]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
		<category domain="http://resources.bnet.com/topic/harman+international+industries+inc..html"><![CDATA[Harman International Industries Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">HAR</category>
		<category domain="tickers">HAR</category>
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		<title><![CDATA[Staley Cates on Chesapeake CEO Compensation]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F138854-staley-cates-on-chesapeake-ceo-compensation%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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,...]]></description>
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		<pubDate>Thu, 21 May 2009 01:04:59 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
		<category domain="http://resources.bnet.com/topic/chesapeake+energy+corp..html"><![CDATA[Chesapeake Energy Corp.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">CHK</category>
		<category domain="tickers">CHK</category>
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		<title><![CDATA[Chesapeake Energy Explains, But Ignorant Shareholders Just Don't Get It]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F138031-chesapeake-energy-explains-but-ignorant-shareholders-just-don-t-get-it%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
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		<pubDate>Sun, 17 May 2009 02:38:30 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
		<category domain="http://resources.bnet.com/topic/chesapeake+energy+corp..html"><![CDATA[Chesapeake Energy Corp.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">CHK</category>
		<category domain="tickers">CHK</category>
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		<title><![CDATA[Value Investing Congress: Jed Nussdorf Likes Reinsurance Industry Dynamics]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F135737-value-investing-congress-jed-nussdorf-likes-reinsurance-industry-dynamics%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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]]></description>
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		<pubDate>Wed, 06 May 2009 06:50:58 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/financial.html"><![CDATA[Financial]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
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		<title><![CDATA[Value Investing Congress: David Rabinowitz Likes Lancashire Holdings]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F135729-value-investing-congress-david-rabinowitz-likes-lancashire-holdings%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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]]></description>
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		<pubDate>Wed, 06 May 2009 06:13:50 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/financial.html"><![CDATA[Financial]]></category>
		<category domain="http://resources.bnet.com/topic/the+manual+of+ideas.html"><![CDATA[The Manual of Ideas]]></category>
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