Investment idea generation.


Our thoughts.

It's 13F Season

In just a few days we’ll get a glimpse into what hedge funds are buying and selling. This’ll be one of the more interesting rounds of 13F filings given the recent carnage in hedge fund hotel names (read: Valeant Pharmaceuticals). It’ll be interesting to see which funds are cutting and running from beaten names, while others are doubling down.


Stay in the know - we run quarterly newsletters recapping all the action. The most popular one is our major activist newsletter covering 25 hedge funds. We also profile three activist targeted stocks and offer various other insights. You can see an older edition here. After this quarter the price will go up to $119.99 - for now you can get it for $99.99 - not billed until a week before each report is sent out.

We also offer two other newsletters - one for underrated managers and another for the super small activists that don’t reveal their portfolios to the SEC. Purchase all three and get a 25% discount.

Read more about the newsletters here and feel free to hit reply and drop me a line with any questions.