A take-off of his great blog, Jay at MarketFolly has produced a quarterly newsletter that looks at entire portfolios of hedge fund gurus (like Seth Klarman, Bill Ackman, Warren Buffett) and analyzes their quarterly moves. The premium newsletter also identifies 3 different individual stocks and breaks down the thesis, examining why the guru investor is buying a particular stock, what the catalysts are and importantly, what’s the bear case. These stock picks are the hidden gems of the newsletter and are written up as a hedge fund analyst would present these ideas to a portfolio manager.
Research shows that piggybacking certain professional investors does work and investors who subscribe to this methodology will find the Hedge Fund Wisdom newsletter a good resource.
All in all, you’re looking at 75 pages of investing goodness — priced for early sales at a nice introductory offer.
Check it out at hedgefundwisdom.com