Value Investing
Value-oriented Equity Investment Ideas for Sophisticated Investors
A Monthly Publication of BeyondProxy LLC Subscribe at manualofideas.com
“If our efforts can further the goals of our members by giving them a discernible edge over other market participants, we have succeeded.”
Investing In The Tradition of
Graham, Buffett, Klarman
Year IV, Volume V
June 1, 2011
When asked how he became so successful, Buffett answered:
“We read hundreds and hundreds of annual reports every year.”
Top Ideas In This Report
Big Lots
(NYSE: BIG) ……………………. 108
ChinaCast Education
(Nasdaq: CAST) ……………….. 112
Net 1 UEPS
THE SUPERINVESTOR ISSUE
► Screening for bargains owned by superinvestors
► Latest holdings of 50+ top investors
► 20 companies profiled by MOI research team
► Proprietary selection of Top 3 candidates for investment
► Plus: Exclusive interview with Amitabh Singhi
► Plus: Favorite stock screens for value investors
(Nasdaq: UEPS) ……………….. 136
Also Inside
Editor’s Commentary ……………….. 5
Interview with Amitabh Singhi …….. 7
Portfolios with Signal Value™ …… 11
Screening for Superinvestor Stocks.. 66
New or Increased Holdings ……….. 76
Reduced or Offsetting Holdings …. 144
Favorite Value Screens ……………156
This Month’s Top Web Links …….. 165
About The Manual of Ideas
Our goal is to bring you investment ideas that are compelling on the basis of value versus price. In our quest for value, we analyze the top holdings of top fund managers. We also use a proprietary methodology to identify stocks that are not widely followed by institutional investors.
Our research team has extensive experience in industry and security analysis, equity valuation, and investment management. We bring a
“buy side” mindset to the idea generation process, cutting across industries and market capitalization ranges in our search for compelling equity investment opportunities.
Superinvestor companies mentioned in this issue include
A Monthly Publication of BeyondProxy LLC Subscribe at manualofideas.com
“If our efforts can further the goals of our members by giving them a discernible edge over other market participants, we have succeeded.”
Investing In The Tradition of
Graham, Buffett, Klarman
Year IV, Volume V
June 1, 2011
When asked how he became so successful, Buffett answered:
“We read hundreds and hundreds of annual reports every year.”
Top Ideas In This Report
Big Lots
(NYSE: BIG) ……………………. 108
ChinaCast Education
(Nasdaq: CAST) ……………….. 112
Net 1 UEPS
THE SUPERINVESTOR ISSUE
► Screening for bargains owned by superinvestors
► Latest holdings of 50+ top investors
► 20 companies profiled by MOI research team
► Proprietary selection of Top 3 candidates for investment
► Plus: Exclusive interview with Amitabh Singhi
► Plus: Favorite stock screens for value investors
(Nasdaq: UEPS) ……………….. 136
Also Inside
Editor’s Commentary ……………….. 5
Interview with Amitabh Singhi …….. 7
Portfolios with Signal Value™ …… 11
Screening for Superinvestor Stocks.. 66
New or Increased Holdings ……….. 76
Reduced or Offsetting Holdings …. 144
Favorite Value Screens ……………156
This Month’s Top Web Links …….. 165
About The Manual of Ideas
Our goal is to bring you investment ideas that are compelling on the basis of value versus price. In our quest for value, we analyze the top holdings of top fund managers. We also use a proprietary methodology to identify stocks that are not widely followed by institutional investors.
Our research team has extensive experience in industry and security analysis, equity valuation, and investment management. We bring a
“buy side” mindset to the idea generation process, cutting across industries and market capitalization ranges in our search for compelling equity investment opportunities.
Superinvestor companies mentioned in this issue include
Links: Amitabh Singhi: I read Security Analysis for the first time in junior year in college (sometime in 1999-2000)