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In this issue we include research from John Mihaljevic at The Manual of Ideas. In the massive 100+ page report they feature twenty investment candidates from a battered Europe, an interview with Charles de Vaulx, and ten value screens.
They highlight features of three favorite stocks – includes Alcatel-Lucent (NYSE: ALU), Anglo American (OTC: AAUKY), and Nokia (NYSE: NOK).
Also included is a fun reading list from de Vaulx, that features some books I have never heard of like City of London: 1815-2000 by Kynaston and A Financial History of Western Europe by Kindelberger.
Download the 119 page PDF here:
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