FAQ

Underrated Small-Cap Stocks Newsletter

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Frequently Asked Questions (FAQ) and TOS last updated 03/19/2018 – please read the entire post as it contains important details about our terms of service and some common technical issues.

Where are you getting the ideas in the report? The ideas are from the underrated hedge funds’ investments. These managers have vetted the ideas and the stock picks don’t show up on other investment sites like SumZero, Seeking Alpha or Value Investors Club, or in newsletters like Insider Monkey. These ideas generally aren’t trackable using SEC filings and 13Fs.

How many issues does a subscription include? We send out a 20 plus page report every three months profiling two managers in each issue and two small caps they like (total of four ideas), for a total of four issues a year.  Plus we send out updates on the funds on a monthly basis if they allow us to do so and add some write ups and free content during that day.

What else do subscribers get? As mentioned above, we send out occasional emails with unique small-caps and hedge fund reports. This includes hedge fund writeups and investor letters that are unique and offer insight into  under the radar small cap stocks. We also keep investors up to date on past hedge funds we’ve covered, with their monthly or quarterly letters.

How is this different from Value Investors Club? We’re looking for stocks that are underfollowed and not pumped by the media. These stocks have been vetted by small and underrated hedge funds. The ideas are also “fresh” meaning they aren’t 90+ days old like most stock pitches on Value Investors Club. Additionally, there are thousands of small caps just in the US – many of the companies have never been profiled on VIC or elsewhere. Finally and maybe most important?, people post ideas on SumZero and VIC that they might buy or do not plan to (JW – when i was a small cap analyst i only posted ideas on SZ which we researched but did not plan to buy, the ideas we would buy I could not write about) and await feedback, these ideas are actually owned by the managers so they have skin in the game, which is shown to be a factor in mutual fund returns.

Will the report include companies from all over the world? The focus will be on U.S. listed stocks, but sometimes we’ll cover companies from other countries as well from time to time.

What’s the typical size of the companies covered in the report? Mostly small and mid-cap stocks, ranging from $50 million to a couple billion dollars in market cap, with liquidity and generally long ideas with little coverage.

How much does it cost? $349.99 $399.99 a year  – you are not charged for the first five days and you can cancel at anytime during that time period and will not be charged further. After five days, you cancel at anytime and will not be charged a second time but we are unable to offer refunds. We also are unable to offer refunds for the quartlery three day trial although you can cancel within those three days and not be charged, or cancel after three days and never be charged again.

 

How are you getting access to these managers? We have a great network of contacts in the hedge fund world, including those managing billions to managing just a few million. The hedge funds and ideas we are covering  are underrated. They have found great stocks in the past and have interesting ideas today. They’re interested in helping investors learn about how to source underrated stocks and tell the story about their big idea. The key is that they are looking for solid exposure and brand recognition from  real, vetted investors, thus, they’re willing to release info in an exclusive, paid product, instead of just some open forum. We are not compensated in any manner, we simply pick who we think provides alpha.

Still not convinced? Click here to see a partial sample or feel free to ask any questions at support@valuewalk.com

How is the track record of these hedge funds verified? That comes from their performance data they publish in their letters and disclose privately with their auditor/prime broker. We are not auditors or registered investment advisors. We pick the managers who we feel have integrity, know personally at times and these managers are mostly managing family money and their own capital – they aren’t running a lot of outside money yet and have little reason to be deceptive.  See more below.

Is additional insight on the manager’s stock picking ability provided? We will provide as much info as we have, which could include the fund’s alpha and Sharpe ratios. In addition, we provide an in-depth question interview with the manager so you can see first hand how they source, vet, and analyze ideas. If you are truly interested in possibly investing in the hedge fund, you can use these reports as a solid springboard to connect with the fund manager – who is happy to answer any subscriber questions – and do a deeper due diligence drive, including contacting other partners – prime broker, investors etc. We are also happy to make the intro if that will help.

Is this just a list of stocks, or will you provide analysis and background on the investments? It’s not just a list of stocks. Our key focus is on the story and analysis, with numbers to back up the investment case. It will vary but could include info on company management’s ability to continue growing the company or whether new management and a shift in the company’s strategy is being overlooked. See the above outlines for exactly what’s covered.

Is there any common theme or specialization with the stocks covered? The ideas covered will vary, but the common theme is that they be under-valued and underfollowed and they will be almost always long ideas and there will be liquidity so you can actually purchase these companies if you wish to do so.  The idea is that these are underfollowed stocks vetted by funds that specialize in their respective areas. This could include special situation stocks, turnarounds, cigar butts, long-term compounders and more. We sometimes do short ideas but try to stick to long only and US listed stocks.

 

Who subscribes?

Everyone who is interested in value investing and hedge funds. Our readership is mostly institutional investors who are allocators or direct investors in small caps – usually hedge funds, but many retail investors find the info useful too. We have a few long time subscribers who are extremely famous in the financial industry but for privacy and obvious reasons we cannot disclose more info on that.

More below on FAQ note this serves as a legal addition to our TOS – we are not pulling any tricks but please read before subscribing and also if you have any tech issues before contacting us.

5 day trial below!

FAQ/TOS continues

 

What are payment options?

Paypal – yearly  is $399.99 (at the time of this writing) – you can use a credit card on paypal even if you do not already have an account. If you want to pay by check/ACH/Credit Card/Stripe or other method that is fine just contact us. You are not allowed to send us any private information in email like credit card or bank number because we do not want to get sued if we get hacked – if you do you send we will ban you from the site and you will accept all ramifications of your actions and hold us harmless.  If you want to sign up using an alternative method to Paypal we can send an invoice from Quickbooks for secure processing.

Can i cancel?

Yes at any time!

How do i cancel?

Please TRY first to do via Paypal it is easy one click of a button. It is very easy and here is a short guide.  If you signed up through mediapass please contact them to unsubscribe at subscriber@mediapass.com (866) 787-7665. If you still need assistance contact us.

Do you offer refunds?

No

What if i have issues?

Then please contact us at  support@valuewalk.com with as many details as possible and we will try to help you ASAP. NOTE: you MUST click the activation link after you sign up with paypal to set your login account info

What is the discount for organizations or agents?

It depends on how many logins you want but we always offer a decent discount if over 5 and even if just 2 we can offer a slight discount.

What type of organization?

Any for profit but we usually are contacted by banks, hedge funds, private equity etc for multiple logins. If that description fits you hit us up for an office discount

Do you have support?

Most issues are usually web cache related if you clear your web cache and re-open browser that usually works 90% of the time.

Yes if you have any issues please email us support@valuewalk.com and we will get back to you ASAP. While we are always available 9-5 on business days we highly value our paying subs so we will try to help as quick as we can.

I have more questions about support

We provide the best possible customer support to our HiddenValeuStocks subscribers. Please note though that even though we will try to answer on weekends, holidays etc that our response may be delayed. Most of the time we respond within a few minutes during normal business hours and on business days during off hours within 8 hours or so.  Please email us at support@valuewalk.com to open a ticket and get the quickest possible support.

95% of the time we have no issues with customers and we add free months if we are the cause of any issues.

Our normal customers we treat extremely well especially when we mess up like here

Can i share my login?

It is illegal. Will we sue you? No, but it is not cool especially since we are not a giant like Netflix (not judging on that either but at least they have billions in revenue) and the price is not unreasonable at all – so you might want to consider signing up for another pass instead and/or donating.

However, we will pro-rate refund and permanently ban (to the best of our ability) anyone who shares logins or uses a login.

 

If you do share our password without permission we will permanently ban (to the best of our ability) you and anyone who used it. We are this good (and this person did not have a Columbia email address).

What percentage of readers unsubscribe?

We do not have exact stats but the vast majority are fine, happy and have no issues. If you are unhappy you SHOULD cancel recurring billing on paypal so you are not charged when your subscription needs to be renewed.

On that note, we reserve the right to revoke account access to anyone at any time without any reason, and of course we would refund you pro-rated.

Where are the TOS?

According to our lawyer these are the legal TOS for premium so we advise you to read them carefully even though we are not trying to sell any coin offerings

What are the investor studies?

In-depth books on famous investors and value investing. Nearly every book was produced in house by our Rupert Hargreaves and it took considerable time and money. We did not outsource overseas to try to get some quick cheap book written – these studies are quality and cost thousands of dollars to produce. The full list below

  1. George Soros
  2. Benjamin Graham
  3. Henry Singleton
  4. Michael Burry
  5. Ray Dalio
  6. Charlie Munger
  7. Warren Buffett (early years)
  8. Walter Schloss
  9. Timeless Reading
  10. Little e-book of value investing
  11. Seth Klarman
  12. Carl Icahn
  13. Small cap investing (only for HVS subs who completed 5 day trial)
  14. Activist Investing
  15. Short selling
  16. Interviews
  17. Reits

 

Who are you? HiddenValueStocks is owned and operated by VALUEWALK LLC. This site is jointly run by Rupert Hargreaves and Jacob Wolinsky in a 50/50 venture. We recieve NO money from capital intros, advertisers, funds, etc. we are 100% devoted to finding what we consider among the best managers and profiling them as a win win for all sides. With that said you should see our disclaimer that notes we are not investment advisors nor is anything here a sell or buy recommendation.

If you are interested in capital intros, I (Jacob Wolinsky) am registered with FINRA on a restricted (in that I am too lazy to take tests, not  any sanctions!) basis to do so and have a vast network include some large allocators looking for smaller funds. That said, I generally do not recommend funds even on a preliminary cap intro basis without meeting them in person first and convinced that above all they are intergral people who can produce good returns. This is an entirely seperate venture and my CFO for my LLC (Discovering Value) is an attorney who spent nearly a decade working for FINRA enforcement and private placements – she takes conflict of interest and other legal issues seriously seriously, as do I. This also is not a formal legal statement and you should check my CRD, ADV etc in regards to what I can offer and in what states.