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September 29, 2011

New Issue Is Available Now!

The Manual of Ideas — The Model Portfolio Issue
October 2011 (111 pages)

Editorial Commentary— John Mihaljevic highlights six investment ideas
Superinvestor Update — Tracking the portfolio moves of top investors
Exclusive Interview with Michael Mauboussin — On investment strategy
Exclusive Interview with James Montier — On overcoming biases
9 Current Model Portfolio Holdings — Surveying some of our best ideas
11 Potential Model Portfolio Holdings — Surveying promising candidates
Favorite Value-oriented Screens — Ideas for bargain-hunting investors
This Month's Top 10 Weblinks — A selection of third-party resources
Extra: Selected Valuation Scenarios — Test sensitivity to key assumptions

Read it now in the Exclusive Members Area or subscribe.

Posted by manualofideas at 06:39 AM | | Comments (0)

September 12, 2011

A Look at Buffett Pick Weschler's Top Holdings

We have added a comment on Ted Weschler's portfolio to the Berkshire Hathaway discussion forum.

Posted by manualofideas at 03:43 PM | | Comments (0)

September 05, 2011

A Personal Note to Steve Jobs

An email from our managing editor to Steve Jobs:

Dear Steve,

My five year-old son Mark was diagnosed with leukemia in April and has been in chemotherapy ever since.  He started a new regimen of dexamethasone and had another bone marrow sample removed this morning.  My wife and I were dreading this day because Mark had enjoyed a lull in his treatment over the past couple of weeks.  Upon returning from the hospital this afternoon, our still sore son told me, “Today was the best day because it was iPad day.”

The day we turned hospital days into “iPad days”, Mark started experiencing the cancer as a little more than a nuisance.  For that, we thank you.

Warmly,

John Mihaljevic

 

Posted by manualofideas at 10:47 AM | | Comments (0)