Mossberg’s Investor Digest has published four IDEAS per month since 2008.
Idea Generator – The value proposition of the digest is essentially an “Idea Generator”. During the course of my 20-year career in capital markets, I’ve had the chance to meet and work closely with some very smart professional investors who have consistent track records of outperforming the market indexes. Some of these investors, which include mutual fund managers, hedge fund managers, and other professional investors, are kind enough to share their best ideas with me. I conduct my own analysis of their ideas and publish summaries of those ideas I think represent timely investment opportunities. Over time, I trust the majority of these ideas will pan out and help subscribers generate index-beating returns.
Short and to the point – The goal of the Best Idea Profiles in this newsletter is to describe all of relevant investment merits and risks of a company in one page. It is not intended to be an exhaustive report including every detail of a company. With limited space available, I am forced to include only those data points that I feel are most important for subscribers to know before they begin their own due diligence.
Long Ideas Only – I’d rather spend my time looking for those companies that generate returns in excess of their cost of capital and have undervalued stock prices. Looking for shorts can be depressing. Besides, generating good short ideas requires more exhaustive research, beyond the limited scope of the digest.
Highlights of each Best Idea Profile are summarized in one page reports and published periodically each month. At the end of each month, ideas are compiled into a single newsletter. Mossberg’s Investor Digest is distributed via email in Adobe Acrobat PDF format. Subscribers may also login to the website to look at current and previous issues.
About the Editor: Dave Mossberg is the founder of Mossberg’s Investor Digest. He has covered a variety of companies spanning multiple industries and market sizes during his 20 years of experience in capital markets. As a former analyst, Dave wrote investment research on companies including: Texas Instruments, Southwest Airlines, Brinker, Wal-Mart, Zale Corporation, Tekelec, Intervoice, and many others. Dave is the founder of Three Part Advisors, LLC, an investor relations consulting firm. From 1999 to 2002, Dave was a senior analyst for Southwest Securities covering the telecom equipment industry. At Southwest, Dave developed an industry expertise on next generation communications systems and authored industry and company reports. Prior to joining Southwest, Dave was Director of Research at First Dallas Securities and Hodges Capital Management. Dave served in the United States Army as an Interrogator/ Russian linguist. Dave received both his BBA in Finance and BBA in International Business from the University of Texas at Arlington and holds a MBA from Southern Methodist University.