The Manual of Ideas: The Proven Framework for Finding the Best Value Investments

Table of contents

1. Cover Page
2. Title Page
3. Copyright
4. Dedication
5. Contents
6. Foreword
7. Preface
8. Chapter 1: A Highly Personal Endeavor
   1. Give Your Money to Warren Buffett, or Invest It Yourself?
   2. Cast Yourself in the Role of Capital Allocator
   3. Owner Mentality
   4. Stock Selection Framework
   5. Key Takeaways
   6. Notes
9. Chapter 2: Deep Value: Ben Graham–Style Bargains
   1. The Approach: Why It Works
   2. Uses and Misuses of Ben Graham–Style Investing
   3. Screening for Graham-Style Bargains
   4. Beyond Screening: Working through a List of Deep Value Candidates
   5. Asking the Right Questions of Graham-Style Bargains
   6. Key Takeaways
   7. Notes
10. Chapter 3: Sum-of-the-Parts Value
    1. The Approach: Why It Works
    2. Uses and Misuses of Investing in Companies with Overlooked Assets
    3. Screening for Companies with Multiple Assets
    4. Beyond Screening: Proven Ways of Finding Hidden Assets
    5. Asking the Right Questions of Companies with Hidden Assets
    6. Key Takeaways
    7. Notes
11. Chapter 4: Greenblatt's Magic Search for Good and Cheap Stocks
    1. The Approach: Why It Works
    2. Uses and Misuses of Investing in Good and Cheap Companies
    3. Screening for Good and Cheap Companies
    4. Beyond Screening: Hope for Improvement Springs Eternal
    5. Asking the Right Questions of Greenblatt-Style Bargains
    6. Key Takeaways
    7. Notes
12. Chapter 5: Jockey Stocks
    1. The Approach: Why It Works
    2. Uses and Misuses of Investing in Jockeys
    3. Screening for Jockey Stocks
    4. Beyond Screening: Building a Rolodex of Great Managers
    5. Asking the Right Questions of Management
    6. Key Takeaways
    7. Notes
13. Chapter 6: Follow the Leaders
    1. Superinvestors Are Super for a Reason
    2. Uses and Misuses of Superinvestor Tracking
    3. Screening for Companies Owned by Superinvestors
    4. The Superinvestors of Buffettsville
    5. Beyond Screening: What Makes a Company Attractive to Superinvestors?
    6. Key Takeaways
    7. Notes
14. Chapter 7: Small Stocks, Big Returns?
    1. The Approach: Why It Works
    2. Uses and Misuses of Investing in Small Companies
    3. Screening for Promising Small- and Micro-Caps
    4. Beyond Screening: Other Ways of Finding Compelling Small- and Micro-Cap Ideas
    5. Asking the Right Questions of Small-Cap Prospects
    6. Key Takeaways
    7. Notes
15. Chapter 8: Special Situations
    1. The Approach: Why It Works
    2. Uses and Misuses of Investing in Special Situations
    3. Uncovering Special Situations
    4. Asking the Right Questions of Special Situations
    5. Key Takeaways
    6. Notes
16. Chapter 9: Equity Stubs
    1. The Approach: Why It Works
    2. Uses and Misuses of Investing in Equity Stubs
    3. Screening for Equity Stubs
    4. Beyond Screening: An Ambulance-Chasing Approach
    5. Asking the Right Questions of Equity Stubs
    6. Key Takeaways
    7. Notes
17. Chapter 10: International Value Investments
    1. The Approach: Why It Works
    2. Uses and Misuses of Investing in International Equities
    3. Screening for International Equities
    4. Beyond Screening: Riding the Coattails of Regional Experts
    5. Asking the Right Questions of International Equities
    6. Key Takeaways
    7. Notes
18. References
19. About the Author
20. Index