Dear Superinvestor Bulletin Follower,
We just released out 20th Superinvestor Bulletin Portfolio position to subscription members.
To date on average our 19 prior portfolio positions have outperformed the S&P 500 by more than 10 percent.
Our most recent idea has the following characteristics:
- Represents 20 percent of the portfolio of a market thumping hedge fund
- Is the target of a second, activist hedge fund that is looking to realize value
- The company has no debt and a couple hundred million in cash
- It is profitable and growing rapidly
- We like its valuation
You can get a look at our full report on this company and the other 19 by taking a free trial of our service:
What we are doing is building a best of the best portfolio. We take the highest conviction ideas from the world's greatest investors and are building a portfolio out of them.
Now onto those promised investment ideas.....
Tocqueville Fund's Robert Kleinschmidt is finding value where he doesn't want to go. As is often the case that is in the sector that have been beaten down and are frightening.
In this case we are talking about energy and retail. Here is a link to his half hour discussion:
Editor, The Superinvestor Bulletin
Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.