The Substantial Investor: Strategies for Consistently Compounding Capital

2006 Archives


2007 Archives

Click to view sample PDF newsletters.
NEWSLETTERS HEADLINE SUBJECT MATTER  
December The Private Equity Edge Advantages and fundamentals of PE investing  
November Futures: Too Valued to Discount Taming the futures market  
October Insights from the Family Office Conference Following the smart money
September Due Diligence Primer Digging deeper before investing  
August Buy and Hold...Your Breath Wall Street's great myth  
July Understanding Hedge Fund of Funds Addressing costs, benefits, and worth  
June A Private Investor's Perspective on Hedge Funds Dispelling hedge fund myths  
May The Big Picture How we're positioning ourselves  
April The Art of Short Selling Tutorial on short selling  
March Unlimited Upside if We're Right - 5% Gains if We're Wrong
A Roadmap to Fully Exploiting Government's Gift to Compounding
Principal-protected way to play foreign currencies
Strategies for maximizing tax-deferred accounts
 

 

FLASH REPORTS HEADLINE SUBJECT MATTER  
No. 12 - December A Beautiful Business Model Collecting royalties around the globe  
No. 11 - November Navigating Cross Currents A hidden real estate asset  
No. 10 - October Selling Japan Leaving with a profit    
No. 9 - October Buying at 40% below the Insiders A private equity approach to public markets  
No. 8 - August My Favorite Way to Buy Munis Institutional quality management for free  
No. 7 - July Time to Take Another Profit in Japan Exiting the arbitrage play  
No. 6 - June 73 Years of Sales Increases, 44 Years of Rising Dividends at 15 Times Earnings Seeking a favorable outcome with a high probability  
No. 5 - June Taking a Profit in Japan Reducing position in Japan  
No. 4 - June A World-Class Franchise at a Compelling Price Financial services juggernaut  
No. 3 - May Money Goes Where Money is Treated Best Energy infrastructure play with a tax-deferred 7% yield  
No. 2 - March The Best of All Worlds Principal protected way to play Japan
No. 1 - March Heads We Win - Tails We Win Arbitrage play on Japan  

 

PARTNERSHIP REPORTS HEADLINE SUBJECT MATTER  
No. 2 - November Mitigating Random Probability Managing hedge fund risks  
No. 1 - September Sleeping Well with Hedge Fund of Funds 92% up months, 10%+ compounded annual returns