Category: Newsletter

In an earlier post, I had mentioned about starting an Investor Wisdom Newsletter.

The sample version of the newsletter is given below.The sample version contains the details of only 3 investors and is meant to give you a feel of how the newsletter actually looks like.

[gview file=”https://alphaideas.in/wp-content/uploads/2013/06/201303InvestorWisdom.pdf”]

The paid version of the newsletter will track the public disclosures of the following investors every quarter and describe their activity (whether added/cut positions etc).

Abhishek Dalmia/Avalokiteshvar Valinv Ltd
Abu Dhabi Investment Authority
Alchemy India Long Term Fund
AMERICAN FUNDS INSURANCE SERIES
AROHI ASSET MANAGEMENT PTE LTD.
Ashish Dhawan
Ashwin Kedia
Ask Securities
BEAVER INVESTMENT HOLDINGS
Bonanza Portfolio Ltd
Catamaran Ventures
Clearwater Capital
College Retirement Equities Fund
Creador
Credit Suisee
Dilipkumar Lakhi
Edelweiss
Elara Capital
Enam Capital
Fidelity
Genesis
Goldman Sachs India Equity Fund
Goldman Sachs Investments (Mauritius) Ltd
Government of Singapore
Government Pension Fund Global
India Capital Fund Ltd
IRONWOOD INVESTMENT HOLDINGS
Kotak Mahindra
Lashit Sanghavi/Neha Lashit Sanghavi
Mentor Capital (Sanjay Dangi)
Motilal Oswal
ONTARIO TEACHERS’ PENSION PLAN BOARD
Platinum Asset Management
Prime Securities/Prime broking
Prof Mankekar,Laxmi Shivanand Mankekar,Kedar Mankekar,Om Kedar
Investments
Raiffieisen Capital Management
Rakesh Jhunjhunwala,Rekha Jhunjhunwala,Rare group
Ramesh Damani
Sanjay Bakshi/Tactica Capital Management
SMALLCAP WORLD FUND, INC
TOYO DENKI SEIZO KK
Treeline Asia Master Fund

If you are interested in these products, please email me at  Alpha Ideas

Over the last few weeks, I have been mulling over the idea of starting investment newsletters.

Unlike other investment newsletters which offer trading advice, stock tips etc, I am inclined towards data based investment letters (Only data, no forecasting, no gyan !)

Two investment letters have been suggested by my friends in the industry:

1.Investor Wisdom Newsletter:

• Frequency:Quarterly
• Content:Portfolio holdings of 25/30 investors (such as FIIs,Venture Funds,prominent individuals etc).It will also track their changes from quarter to quarter
• How does it help:Follows the coat tailing principle of Warren Buffett: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.You get to know what the “smart money” is doing and decide accordingly
• Pricing:Rs.1990/year

2.Sectoral Newsletter:

• Frequency:Weekly
• Content:Tracks prominent sector movements during the week.It will also give a big picture view of whats happening-which sectors are falling above/below their 200 day averages,death crosses etc
• How does it help:Steve Cohen once said in an interview “Around 40% of a stock’s price movement was due to the market,30% due to the sector and only 30% to the stock itself”. You get to know what sectors are in/out of favor and decide accordingly.
• Pricing:Rs.2990/year

Both products will have the Alpha Ideas guarantee:You may cancel anytime for a full 100% refund on the balance of your subscription term

If you are interested in these products, please email me for a free trial at  Alpha Ideas