Portfolio Manager's Review, July 31, 2009 -- Table Of Contents

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Table of Contents   EDITOR’S COMMENTARY ............................................................................ 4  EXCLUSIVE INTERVIEW WITH GUY SPIER................................................ 6  ON THE INVESTMENT PROCESS… ............................................................................................... 6  ON GLOBAL FOR-PROFIT EDUCATION… .................................................................................... 13  ON INTERNATIONAL INVESTING…............................................................................................... 17  AND FINALLY… ......................................................................................................................... 18 

SNAPSHOT OF 100 FIRMS WITH POTENTIAL PRICING POWER .......... 20  BY TYPE OF BUSINESS .............................................................................................................. 20  STOCK PRICE PERFORMANCE ................................................................................................... 22  FREE CASH FLOW ..................................................................................................................... 24  P/E MULT PLES ......................................................................................................................... 26  LATEST QUARTERLY EPS SURPRISE ......................................................................................... 28  REVENUE AND EPS GROWTH .................................................................................................... 30  PERCENTILE RANK WITHIN INDUSTRY ......................................................................................... 32  INSIDER BUYING AND OWNERSHIP ............................................................................................. 34 

TOP THREE INVESTMENT OPPORTUNITIES........................................... 36  ............................................................................................ 36  – OWNED BY KEV N RICHARDSON ................................................. 40  – OWNED BY T M BARAKETT AND STEVE COHEN ............................................. 42 

FOR-PROFIT EDUCATION COMPANIES................................................... 46  BULL V. BEAR: STEVE MANDEL V. JIM CHANOS ........................................................................... 47  KEY OPERAT NG AND VALUATION METRICS ................................................................................ 48  TUITION AND FEES – HISTORICAL EVIDENCE OF PRICING POWER? .............................................. 50  DO FOR-PROFIT INSTITUTIONS SPEND TOO LITTLE PER STUDENT? ............................................. 52  APOLLO GROUP (APOL) – OWNED BY STEVE MANDEL .............................................................. 53  BRIDGEPOINT EDUCATION (BPI) ................................................................................................ 56  CAPELLA EDUCATION (CPLA) ................................................................................................... 58  CAREER EDUCATION (CECO) – OWNED BY ANDREAS HALVORSEN ............................................ 61  CORINTHIAN (COCO) – OWNED INDIRECTLY BY BUFFETT VIA WPO ........................................... 64  DEVRY (DV) ............................................................................................................................. 67  GRAND CANYON EDUCATION (LOPE) ........................................................................................ 70  ITT EDUCATIONAL SERVICES (ESI) ............................................................................................ 72  STRAYER EDUCATION (STRA) – OWNED BY STEVE MANDEL ...................................................... 74 

COMPANIES PROVIDING HUMAN CAPITAL SERVICES ........................ 77  HEIDRICK & STRUGGLES (HSII) ................................................................................................. 78  KORN/FERRY INTERNATIONAL (KFY) ......................................................................................... 80  KENEXA (KNXA) .......................................................................................................................82  MONSTER WORLDWIDE (MWW) ................................................................................................ 84  ROBERT HALF INTERNATIONAL (RHI) ......................................................................................... 86 

OTHER INTERESTING BUSINESSES ........................................................ 88  AMBASSADORS GROUP (EPAX) – OWNED BY JOSH TARASOFF, NORBERT LOU .......................... 88  DUN & BRADSTREET (DNB) ...................................................................................................... 92  INFOGROUP (IUSA) ................................................................................................................ 94  LORILLARD (LO) – SOLD BY STEVE MANDEL .............................................................................. 97  MOODY'S (MCO) – (PARTIALLY) SOLD BY WARREN BUFFETT ................................................... 100  SPSS (SPSS) – TO BE ACQUIRED BY IBM .............................................................................. 103 

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