Great ideas are the lifeblood of the investment business and the exclusive focus of The Manual of Ideas. Leading value investors use The Manual of Ideas in their idea generation processes. The Manual of Ideas sets a new standard by delivering timely, differentiated value investing ideas in a clear, concise manner. The Manual of Ideas is authored by equity research professionals who have grown up on the teachings of Ben Graham, Warren Buffett and Joel Greenblatt, and have studied under luminaries such as Yale CIO David Swensen and Economics Nobel Laureate James Tobin.
Qualivian Investment Partners Up 30% YTD; Long ORLY Thesis
Qualivian Investment Partners commentary for the second quarter ended July 30, 2020. Q2 2020 hedge fund letters, conferences and more “Short-term investors will accept a 20% gain because they didn’t spend the time to develop the conviction and foresight to see the next 500%.” - Ian Cassell Executive Summary Readers of investment letters fall into Read More