Proponents of this school of thought, notably James Altucher of Stockpickr.com and TheStreet.com, argue that it makes much more sense for the individual investor to simply track and cherrypick the best ideas from the smartest investors' portfolios rather than try and interpret news events or randomly sort through stocks. And, for the most part, I tend to agree. As an individual investor, and more importantly a blogger, I constantly struggle to find new and interesting ideas to write about or invest in and I've found that this method has worked well to help me find new potential investments and create interesting watchlists.
That being said, I'd like to welcome you all to my new weekly column on BloggingStocks – Piggyback Investing. The purpose of this column is to breakdown one fund per week – any mutual fund or hedge fund is fair game. In fact, if you have any suggestions or requests, please feel free to comment on any post. In my analysis, I will explain the fund's history, the manager's style, any publicly available returns, etc. Most importantly, however, I will focus on positions held by the fund that I consider to be interesting.
I have several purposes behind writing this column. My primary goal is to introduce all of you to potentially interesting ideas. Throughout the duration of the column, I hope to cover anything from a turnaround value stock trading for half book value to the latest-and-greatest play on energy-efficiency, and everything in between. In addition, I believe that this column, by nature, is also very discussion-oriented. Through the comments section of the site, I hope to be able to discuss the fund's/manager's credentials as well as the ideas presented throughout the column. My last (but certainly not least important) goal is to provide insights to all of you on the wide variety of styles and different schools of thought for surviving and prospering in this market.
Stay tuned for the first edition of the column focused on David Einhorn's Greenlight Capital coming shortly!











Reader Comments (Page 1 of 1)
7-19-2007 @ 1:52PM
World Beta said...
You may find this post of interest - its creates a value FOF from the best value fund managers:
http://worldbeta.blogspot.com/2007/02/best-ideas-hedge-fof.html