The Manual of Ideas: Book Review

Frank Voisin is the author of the popular value focused website Frankly Speaking, found at http://www.FrankVoisin.com

The Manual of Ideas

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

By John Mihaljevic

The Manual of Ideas: Book Review

Today I am reviewing The Manual of Ideas: The Proven Framework for Finding the Best Value Investments. Read my other book reviews here.

John Mihaljevic publishes monthly research reports called The Manual of Ideas where he interviews fund managers and profiles investment ideas. I’ve enjoyed watching his video interviews, and so I was excited to hear that he had written a book.

In the book, also called The Manual of Ideas, Mihaljevic aggregates his key takeaways from hundreds of hours of fund manager interviews in order to create a compelling guide to the entire investment process, from idea generation through to execution. The book successfully covers the spectrum of approaches to value investing, each illustrated with concrete examples from the markets.

If you are new to value investing, this would be a good introductory text as Mihaljevic covers a lot of ground in just 337 pages. However, for those of you who have already read books like Greenwald’s Value Investing: From Graham to Buffett and Beyond, there’s only going to be a small amount of new material. Unfortunately, the market is replete with intro to value investing books like this and aspiring authors seem disinterested in writing about the finer points of valuation (like industry-specific analytical guides).

Overall, this is a quick, easy read and worth your time if you are new.

If you’ve read The Manual of Ideas, leave your thoughts below.

Buy This Book Here

Author Disclosure: This book was provided by the publisher for review.



About the Author

FrankVoisin
At twenty years old, Frank opened the first of what would eventually become four successful restaurants while completing concurrent undergraduate degrees. He later sold these businesses and returned to school to complete concurrent JD and MBA degrees. During this time, he wrote and passed the three CFA exams. Frank takes a value perspective in his commercial real estate endeavours, hunting for unloved and undervalued investment opportunities to add to his investment group’s portfolio. Frank has traveled extensively and lived in Auckland, London, Toronto, and is currently living in Hong Kong with his wife, Danielle, a successful entrepreneur, MBA, author, blogger and international manager for one of the largest global financial institutions. Frank splits his time between consulting and searching for new value investments.