
Good ideas are the lifeblood of the investment business and the exclusive focus of The Manual of Ideas.
Authored by investment and finance professionals who have grown up on the teachings of Ben Graham, Warren Buffett and Joel Greenblatt,
and have studied under or worked with luminaries such as Yale Chief Investment Officer David Swensen and Economics Nobel Laureate James Tobin,
MOI delivers timely, differentiated investment ideas. In a market flooded with data and opinion, we deliver clarity.
How do we do it?
We have developed a proprietary idea funnel that utilizes quantitative and qualitative screening techniques to focus our research team on companies
meeting various criteria for potential outpeformance. We also "comb" through areas of the market ripe for investor misperception and neglect.
We then apply an analytical framework grounded in deep understanding of business economics, competitive dynamics and security analysis.
Finally, we estimate the gap between market price and intrisic value and render a judgment on the existence of catalysts to closing such gap.
The result is a set of clear, concise and actionable recommendations designed to help you outperform.
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