Two Stock Picking Newsletters and a Project Offer

Written by

Jae Jun

As I mentioned in an earlier stock analysis post, one of my goals this year is to write more analyses. I won’t limit the companies I analyze to strictly small caps, however, there are definitely sectors and countries that I won’t be able to cover.

Therefore, I want to bring to your attention two stock picking newsletters and a short term project offer that may interest you.

Classic Value Investors

One is by Mariusz Skonieczny, fund manager of Classic Value Investors and also the author of Why are we so clueless about the stock market.

Mariusz just launched his newsletter and if you have read his blog or any of his investment theses, you will know that he goes to extraordinary lengths in researching his companies. Expect the same quality in his newsletter. You can sign up and get a free sample.

Go check out his newsletter now.

Eurosharelab

Next up is Tim Du Toit from Eurosharelab. Tim has had a couple of guest articles on Old School Value. You may recall his 40 point investment checklist article and an older, art of selling stocks.

What I can’t do Tim does because he is based in Europe and focuses on European companies. Especially with the Europe crisis ongoing, Europe should be filled with bargains. I’m sure there are many high quality companies selling for dirt cheap in Europe as everything is being thrown out the window. Unfortunately, I don’t have the knowledge or the tools to efficiently find such gems.

Tim does a much  better job.

If you are interested in diversifying into Europe, go read the contents of his site and free newsletter to decide whether his service will be of value.

You can be involved in this new Project

A friend, who also happens to run his own financial firm is looking for somebody with VBA programming skills to help him improve his models and processes. He needs to have it automated and more robust. The ultimate goal is to customize my spreadsheet to pull in data from Bloomberg for global companies, which is fine since he paid for it and is customizing it.

If I had the time, I would love to tackle it, but I had to turn it down.

Here’s some more information.

• Joint project between Feinberg Capital, a value oriented investment firm and Timbervest, a multi billion timber firm.
• Incentives are negotiable. There is a budget for this so you can be paid or you could be more creative and ask for a 1 or 2 month internship or something.
• Need to be able to work with Bloomberg API to get data directly into a spreadsheet.
• The solution could be much simpler as I’m sure Feinberg Capital is flexible in finding solutions.
• contact mfeinberg@feinbergcapital.com if you are interested.

Disclosure

Not affiliated in any way with the websites or people mentioned. Not an endorsement. No responsibility held for loss of investment.