Monthly Activist Newsletter
Insider Monkey’s monthly activist newsletter will focus on a single hedge fund and analyze its historical 13F filings to determine the best way to imitate that hedge fund. Why pay a hedge fund manager an arm and a leg when you can generate better returns by imitating his best picks (and avoiding his mediocre picks)! We also provide in-depth analysis of a handful of stocks that are popular among activist hedge funds or pitched by other hedge fund managers at investment conferences or in their investor letters.
We also make some stock recommendations based on our analysis of the macroeconomic environment. In February 2020, we predict the arrival of a U.S. recession and a decline of 20-30% in the S&P 500 Index. We shared our predictions publicly a couple of days later in this article (keep in mind that this article was published in February 2020 when the U.S. COVID-19 official death toll stood at zero).
Our monthly newsletter has been recommending a portfolio of 12-24 stocks since March 2017. These are the handpicked stock picks of our research director, Dr. Inan Dogan. His portfolio of stock picks returned 197.2% between March 2017 and February 26, 2021 and outperformed the S&P 500 ETFs’ 72.4% gain by more than 124 percentage points. Please download a sample issue or sign up now:
1. How many issues do you produce in a year, and when are they typically released?
Our monthly newsletter is published monthly and is published around the first week of each month. We also send trade alerts regarding opportunities or changes in our strategy.
2. Do you offer any other services besides the monthly newsletter?
We also publish a quarterly newsletter costing $449 per year with an annual subscription. The quarterly newsletter includes a detailed analysis of hedge fund portfolios and our strategy based on top-performing hedge funds’ top picks.
More than 75 pages in length, the premium newsletter covers our small-cap hedge fund strategy’s stock picks, in-depth analysis of 23 billionaire hedge fund managers and their best stock picks, most concentrated positions among hedge funds, stocks dumped by hedge funds, high conviction picks of value hedge funds, and excerpts from hedge fund investor letters.
You can buy two newsletters together for $549 per year ($349 discount).
3. What would I get if I were to subscribe?
Each report will contain our monthly stock picks, macroeconomic views, stock analysis. You will also get occasional trade alerts based on opportunities. Since its inception in Mar 2017, our strategy returned 158.1% vs S&P 500’s 69.7%.
4. Does your newsletter give alerts on when to buy and sell and the position percentages of one’s portfolio?
Yes each month, we show our subscribers what to sell, what to buy, and what to maintain in their portfolios, within the confines of our strategies. You will also get trade alerts if certain risks or opportunities appear in the market.
5. Is there a trial period for your services?
All new premium members receive a partial refund if canceled within 14 days of purchase. Unfortunately, we don’t offer refunds if you previously subscribed to and canceled a subscription.
6. Can I cancel after 14 days?
After the 14-day trial period, membership is final for 12 monthly issues, i.e., one full year.
7. So how many issues do I actually receive? Does a membership include past monthly reports too?
No. If you are subscribed to our monthly newsletter, you will receive only 12 new issues over the next 12 months.
8. What sized companies do you focus on?
There is no market cap limit in our strategy but it is not unusual for us to recommend small-cap companies having market values between $1 billion and $10 billion to achieve bigger returns.
9. Do you guarantee that I can beat the market by following your strategy?
No. Our strategy outperformed the market in the past and in our backtests. However, this doesn’t guarantee that it will outperform the market in the future and on a consistent basis. Professional investors know that there aren’t any stock picking strategies that can beat the market consistently.
10. How can I pay for Insider Monkey’s premium services?
Premium subscribers may pay via Bitcoin, Ethereum, Paypal, check or credit card.