LEADER 05394nam 2200697Ia 450 001 9910811534703321 005 20200520144314.0 010 $a1-118-41609-0 010 $a1-118-72284-1 010 $a1-118-41889-1 035 $a(CKB)2550000001110134 035 $a(EBL)1339278 035 $a(SSID)ssj0000954452 035 $a(PQKBManifestationID)11491049 035 $a(PQKBTitleCode)TC0000954452 035 $a(PQKBWorkID)10938039 035 $a(PQKB)11418869 035 $a(DLC) 2013016162 035 $a(Au-PeEL)EBL1339278 035 $a(CaPaEBR)ebr10744485 035 $a(CaONFJC)MIL510082 035 $a(CaSebORM)9781118083659 035 $a(MiAaPQ)EBC1339278 035 $a(OCoLC)841187606 035 $a(OCoLC)870334746 035 $a(OCoLC)ocn870334746 035 $a(EXLCZ)992550000001110134 100 $a20111102d2013 uy 0 101 0 $aeng 135 $aurcn||||||||| 181 $ctxt 182 $cc 183 $acr 200 14$aThe manual of ideas $ethe proven framework for finding the best value investments /$fJohn Mihaljevic 205 $a1st edition 210 $aHoboken, NJ $cJohn Wiley & Sons$d2013 215 $a1 online resource (338 p.) 300 $aDescription based upon print version of record. 311 $a1-118-08365-2 311 $a1-299-78831-9 320 $aIncludes bibliographical references and index. 327 $aThe Manual of Ideas: The Proven Framework for Finding the Best Value Investments; Copyright; Contents; Foreword; Preface; Chapter 1: A Highly Personal Endeavor: What Do You Want to Own?; Give Your Money to Warren Buffett, or Invest It Yourself?; Cast Yourself in the Role of Capital Allocator; Role versus Objective: A Subtle but Important Distinction; The Buck Stops Here; The Scale of Investments: How Much Is a Billion Dollars, Really?; Owner Mentality; Adopting the Right Mind-Set; Stock Selection Framework; Key Takeaways; Notes 327 $aChapter 2: Deep Value: Ben Graham-Style Bargains: Inelegant but Profitable Strategy of Cigar Butt Investing The Approach: Why It Works; Track Record Dating Back to the Father of Security Analysis; Some Companies Are Worth More Dead Than Alive; Investors' Obsession with Income; Uses and Misuses of Ben Graham-Style Investing; The Rewards of Psychological Discomfort; Not a Low-Turnover, Long-Term-Oriented Investment Approach; Beware of Portfolio Concentration in the Land of Cigar Butts; Screening for Graham-Style Bargains; Ben Graham's Net Net Screen; Martin Whitman's Modified Net Net Screen 327 $aEnhanced Screening: Repurchases, Insider Buying, Shrinking Working Capital Requirements Beyond Screening: Working through a List of Deep Value Candidates; Adjusting Balance Sheet Values in a Liquidation Scenario; Companies at Cyclical Lows versus Those in Secular Decline; Oxymoron or Opportunity: Net Nets with Non-Capital-Intensive Businesses; Asking the Right Questions of Graham-Style Bargains; Is Value Growing, Staying Flat, or Shrinking over Time?; Is Liquidation Value Really Much Higher Than Market Value?; What Is the Catalyst to Unlocking Value?; Key Takeaways; Notes 327 $aChapter 3: Sum-of-the-Parts Value: Investing in Companies with Excess or Hidden Assets The Approach: Why It Works; Uses and Misuses of Investing in Companies with Overlooked Assets; Is an Identifiable Asset Really a Separate Asset?; What Is the Catalyst to Unlocking Noncore Value?; Is the Offer ""Buy One, Get One Free"" or ""Buy 10, Get One Free""?; Screening for Companies with Multiple Assets; Companies with Multiple Operating Businesses; Companies with Large Holdings of Net Cash; Companies with Investments in Other Companies; Companies with Large Real Estate Holdings 327 $aBeyond Screening: Proven Ways of Finding Hidden Assets Scrutinizing the Holdings of Smart Investor-Detectives; Combing through Areas of Specific Opportunity; Building a Watch list of Companies with Hidden Value; Asking the Right Questions of Companies with Hidden Assets; To What Extent Are the Hidden Assets Really Overlooked?; What Is the Investment Case without the Noncore Assets?; What Is the Path to Value Capture?; Key Takeaways; Notes; Chapter 4: Greenblatt's Magic Search for Good and Cheap Stocks; The Approach: Why It Works; The Magic of Making Money; The Magic of a Low Price 327 $aFuture Out performance: Not Guaranteed, but Likely 330 $aReveals the proprietary framework used by an exclusive community of top money managers and value investors in their never-ending quest for untapped investment ideas Considered an indispensable source of cutting-edge research and ideas among the world's top investment firms and money managers, the journal The Manual of Ideas boasts a subscribers list that reads like a Who's Who of high finance. Written by that publication's managing editor and inspired by its mission to serve as an ""idea funnel"" for the world's top money managers, this book introduces you to a proven, 606 $aInvestment analysis 606 $aValue investing 615 0$aInvestment analysis. 615 0$aValue investing. 676 $a332.6 700 $aMihaljevic$b John$f1976-$01625615 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910811534703321 996 $aThe manual of ideas$93961210 997 $aUNINA