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

Index

Abe, Shuhei, xiii

AbitibiBowater, 159

Abnormal Returns, 229

Above Average Odds, 229

Ackman, Bill, 36, 59, 71, 75, 156, 166, 174, 230, 283

investments, 70, 164

Adrangi, Sahm, 217, 219, 220, 230

Advertising-sponsored models, 63

Aegis Value Fund, 33

Aelph Blog, 229

Aetna, 9–10

Agressor fund, 164

AIG, 122, 239

Akre, Chuck, 168

Alexander & Baldwin, 70

Ali, Tariq, 229

Alibaba Group, 71

Alleghany, 144

All Stock Investor Pro, 99

Alon USA, 32

AMBAC, 164

American Association of Individual Investors, 99

American Depository Receipts (ADRs), 278–279

American Express, 187, 255, 256

American Stock Exchange, 187

American University, 157

Amex, 25

Amiral Gestion, 164

Analyst commentary, 93

Andreessen, Marc, 39

Andreessen Horowitz, 241

Apollo Group, 140

Apple, 35, 48–49, 66, 87, 93, 118, 173, 256

Aquamarine Capital Management, 3, 149, 166, 169

Arnott, Robert, 23

Aronson, Jeffrey, 167

Ashner, Michael, 144

Ashton, Zeke, 24–25, 167, 262

Asia, 77

Aspen Insurance, 118

Asset management industry, 16

Asset turnover, 134–135

AT&T, 122

Atyant Capital Advisors, 249

Audiovox, 127

Auerbach, Jonathan, 168

Australia, 271–272

Auto industry, 9–10, 11, 104, 109–110

Autonomy, 141

AutoZone, 156

Avitzur, Amir, 90

Avitzur Asset Management, 90

Azzollini, Ciccio, xiii, 250

Badelon, François, xiii, 164, 284, 285

Balance sheets, 45–46

Banking industry, 47, 97

Bank of America, 158, 173, 176, 187, 256

Bankruptcy, 159, 252

Barbee, Scott, 33–34

Barclay's, 256

Bares, Brian, 148, 164, 167, 181, 182

Bares Capital Management, ...