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Table Of Contents

Editor’s Commentary
Portfolios With “Signal Value”
Bill Ackman, Pershing Square
Zeke Ashton, Centaur
Bruce Berkowitz, Fairholme
Warren Buffett, Berkshire Hathaway
Ian Cumming & Joe Steinberg, Leucadia
David Einhorn, Greenlight
Brian Gaines, Springhouse
Tom Gayner, Markel Gayner
Chris Hohn, Children’s Investment Fund
Carl Icahn, Icahn Partners
Seth Klarman, Baupost
Eddie Lampert, RBS Partners
Dan Loeb, Third Point
Steve Mandel, Lone Pine
Mohnish Pabrai, Pabrai Funds
Rich Pzena, Pzena Investment Management
Ken Shubin Stein, Spencer Capital
Prem Watsa, Fairfax
Marty Whitman, Third Avenue
Exclusive Interview with Zeke Ashton
Exclusive Interview with Igor Lotsvin
Snapshot of 100 Superinvestor-Owned Companies
In Alphabetical Order
By Market Value
Top 5 Superinvestor Selections
New or Increased Superinvestor Holdings
Unchanged Superinvestor Holdings
Reduced or Eliminated Superinvestor Holdings
Notes from Value Investing Congress, May 5-6
Zeke Ashton, Centaur Capital
John Burbank III, Passport Capital
J. Carlo Cannell, Cannell Capital
David Chu and Igor Lotsvin, Soma Asset Management
Charles de Vaulx, International Value Advisers
Brian Gaines, Springhouse Capital
Scott Klein, Beach Point Capital Management
David Nierenberg, D3 Family of Funds
Jed Nussdorf, Soapstone Capital
David Rabinowitz, Kirkwood Capital
Guy Spier, Aquamarine Capital
Whitney Tilson and Glenn Tongue, T2 Partners
William Waller and Jason Stock, M3 Funds
Essay: Want to Be The Next Warren Buffett?
P. 1
Portfolio Manager's Review: The Superinvestor Issue, brought to you by The Manual of Ideas

Portfolio Manager's Review: The Superinvestor Issue, brought to you by The Manual of Ideas

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Published by The Manual of Ideas
Publication date: May 28, 2009.

Portfolio Manager's Review sets a new standard in idea generation for serious investors — It is the next best thing to having a direct view into the idea generation work of "super investors" such as Warren Buffett, Seth Klarman or Glenn Greenberg. As Glenn points out, "We do similar work ourselves."

What is the work we do? Each month, the Manual of Ideas research team combs through equity markets utilizing our proprietary idea funnel and brings you a review of 20-25 pre-qualified investment opportunities. In addition, we apply a proprietary, quasi-quantitative scoring methodology to zero in on the 3-5 most compelling investments each month. The resulting Top Ideas are a must-read list of timely, alpha-packed stocks.
Publication date: May 28, 2009.

Portfolio Manager's Review sets a new standard in idea generation for serious investors — It is the next best thing to having a direct view into the idea generation work of "super investors" such as Warren Buffett, Seth Klarman or Glenn Greenberg. As Glenn points out, "We do similar work ourselves."

What is the work we do? Each month, the Manual of Ideas research team combs through equity markets utilizing our proprietary idea funnel and brings you a review of 20-25 pre-qualified investment opportunities. In addition, we apply a proprietary, quasi-quantitative scoring methodology to zero in on the 3-5 most compelling investments each month. The resulting Top Ideas are a must-read list of timely, alpha-packed stocks.

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Categories:Business/Law, Finance
Published by: The Manual of Ideas on May 29, 2009
Copyright:Traditional Copyright: All rights reserved
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