Investor Wisdom

Want to know what top investors are buying,holding and selling?

Warren Buffett made his initial fortune by tracking what top investors were doing.In his biography, it is written “Warren Buffett felt honored to borrow ideas from any useful source.He called that riding coattails and did not care whether the idea was glamorous or mundane”

The chart below by Professor Aswath Damodaran explains how Big Name Investors impact the stock price.


Price vs value celebrity investor

Each quarter, listed companies in India are required to disclose their shareholding patterns to the stock exchanges. The rules dictate that companies reveal the identities of all shareholders who own more than 1% of the shareholding of the company within 21 days of each quarter ending.

The Alpha Ideas team has carefully analyzed this information aggregating more than 233 Billion $ of portfolio holdings to give you the inside scoop of what top investors are up to.

The Newsletter includes the following:

  • Complete portfolio updates on top investors and insights whether their portfolio was added or cut
  • Expert commentary and analysis of each entity’s moves.
  • Consensus stock buy/sell list.

How do you benefit?

  • Know which stocks the “smart” money is investing.Institutional investors typically invest like a herd adding momentum to a stock
  • Know which stocks the “smart” money is exiting.In India, without FII and institutional support, stock prices tend to decline
  • Use these insights to make informed buying and selling decisions

A Sample Copy of the Newsletter for Q3 FY2017-18 can be viewed here

The Investor Wisdom Newsletter is published 4 times a year in the PDF format and on the following dates:

  • February 01
  • May 01
  • August 01
  • November 01

Taking subscription NOW entitles you to a FREE complimentary copy of the Newsletter dated August 01,2018 covering Q1  FY2018-19 and covers four Newsletters dated:

  • November 01,2018
  • February 01,2019
  • May 01, 2019
  • August 01, 2019

The latest portfolios of the following 50 (Fifty) top investors are covered in the newsletter:

  • Aberdeen Group
  • AADI Financial Advisors LLP
  • Abu Dhabi Investment Authority
  • ACACIA Group
  • Albula Group
  • Amal Niranjan Parikh
  • Amansa Capital
  • American Funds Insurance Series
  • Anil Kumar Goel
  • Arisaig Partners
  • Ashish Dhawan
  • Ashish Kacholia
  • Azim Hasham Premji
  • Baring India Private Equity
  • Bhanshali Family of Enam
  • Brightstar Investments/Radhakishan Damani
  • Capital World Growth & Income Fund
  • Cartica Capital
  • Catamaran Management/NRN Murthy
  • Citigroup Global Markets Mauritius Pvt. Ltd.
  • CLSA (Mauritius) Ltd
  • DilipKumar Lakhi & Family
  • Dolly Khanna
  • East Bridge Capital Master Fund
  • Euro Pacific Growth Fund
  • Fidelity Institutional Asset Management
  • Government of Singapore
  • Government Pension Fund
  • International Finance Corporation
  • Jhunjhunwala Rakesh & Family
  • Macquarie Bank Limited
  • Malabar India Fund
  • Morgan Stanley Asia (Singapore) Pte
  • Multiples Private Equity
  • Nalanda India
  • New World Fund Inc
  • Nomura
  • Oppenheimer Group
  • Pabrai Funds
  • Platinum Investment Management Group
  • Shivanand Mankekar & Family
  • Smallcap World Fund
  • Steadview Capital
  • T Rowe Price
  • Tree Line Capital
  • Vanguard Funds
  • Valuequest India Moat Fund (Prof. Sanjay Bakshi’s fund)
  • Vijay Kedia
  • Wasatch Funds
  • Westbridge Capital

The cost is Rs.4,000/- only for an annual subscription.You can subscribe either by credit card,debit card or net banking by clicking HERE.

ALPHA IDEAS GUARANTEE:We believe in our product.You may cancel anytime no questions asked for a full 100% refund on the balance of your subscription term.

Do give me your feedback and comments at Alpha Ideas

22 Replies to “Investor Wisdom”

  1. For a common investor, mostly, it’s the dealer and friends feedback which works for his/her investing decisions. And here it seems that is quite a virtual friend, entrusted one.

  2. Sir,

    Extremely benefited by your blog. It is time saving. Great work.May god be with you,


    Prem Joshi

  3. only been on your blog for a few days and it is brilliant! I came across it through a talk by Mohnish Pabrai, and I’m impressed with the quality and breadth of knowledge shared here. i’ve bookmarked it, keep it up!

  4. I regularly visit various websites/blogs which share best curated articles for reading. I have read many such websites / blogs for last two years. The only surprise for me was why no Indian website / blog?
    Since last few days i have visited and started reading the links provided.
    Let me put it straight this is the best i have seen in India and is worth visiting every day religiously.
    I am bit puzzled at the links you have attached , reason i have never visited many of these sites. Though, i have read thousands of articles every year on Web.
    Your selection is unique and very informative to the reader.
    Also the Indian articles that you share are very well written.
    Selection of both Indian and World context articles are amazing.

  5. it is one of the best blog among the peers.Blogging is a very
    strenuous exercise.kudos to Raoji and i am surprised at the different websites he referres.
    most informative, one of the best true indian blog with impartial

  6. Hi,

    Thank You for sharing information. Your blog is very insightful.
    Have one query though. The portfolio details will be shared if the investor (individual or organization) holds more than 1% or will the information be shared if the investor holds less than 1% in a stock as well? Kindly please help clarify further,


  7. Only more than 1% is publicly disclosed by the exchanges

    So less than 1% information is not available

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