In a recent presentation, Charles Mizrahi calls himself an alpha investor. What does this mean? He sees it fit to give himself such a title because his goal is to “win big” in the safest way possible. To date, Mizrahi follows three rules that anyone trading any asset class can apply.
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The 3 key rules Mizrahi abides by
#1. “Look for Watermelons, Skip the Prunes!”
When analyzing a company, investors need to research the industry in which they fall under. This is important because even if a company accounts for a small percentage within an excelling industry with growth opportunities, their revenue is more likely to grow.
#2. “Watch the Jockey, Not Just the Horse.”
The idea here is that despite how well a company performs, the driving force is the management itself. Mizrahi focuses on the visions of CEOs and how they’ve been reflected in their businesses. Some of the traits that one can look at include track records, growing shareholder values, and assets allocation among others.
#3. “Price is What You Pay Value is What You Get”
He goes on to argue that a stock’s price is not always of high value. Simply put, Mizrahi waits for the right opportunity to and this is when the market value drops from its original. To avoid overpaying for a stock, the expert trusts that the P/E of below 20 is usually a good indicator that it is the time to buy.
Using these three rules, Mizrahi claims to have found one stock that is expected to bring an additional 300% gain. Want in on this information? This is where it is most fit to introduce Charles Mizrahi’s Alpha Investor.
What is Alpha Investor?
Alpha Investor Report is an entry level financial newsletter that aims to inform investors of “amazing companies that are flying under Wall Street’s radar.” Led by Mizrahi, this service will support individuals of any financial standings and focuses solely on investments that fit one’s risk tolerance.
What is there to know about Charles Mizrahi?
Charles Mizrahi has over 35 years of experience in recommending stocks. According to Banyan Hill Publishing, he has since made money as a pro trader during the 80s and was successful in avoiding the effects of the 1987 crash, the dotcom and housing bubbles and even the 2008 financial recession. As an educator, he’s taught at New York University’s School of Continuing and Professional Studies, was a founding editor of Park Avenue Investment Club and an editor of Insider Alert advisory services.
What will I learn from Alpha Investor?
Based on his three rules, there is a company that has attracted him. It supposedly has a huge slice of the “HVAC market”, one that is currently undervalued and is expected to nearly double in record time.
Based on his analysis, this company’s P/E ratio has dipped to 20, which he deems is a sign that Wall Street mispriced its stock. Since finding this company, it has been on a gradual rise with room to make money. That said, details regarding this firm will be shared in his recent report called, “The Next Alpha Stock: Taking Aim at Another 300% Gain.”
Other perks that naturally rise out of Alpha Investor include:
- Free Report #2: The Emerging Superstars of AI, which will cover details on three stocks within the AI sector
- Free Report #3: The Leader of the $15.7 Trillion AI Revolution, where members will come to learn of a firm that currently holds nearly 3,480 patents within AI
- Monthly Reports, each consisting of an eight-page “dossier” that dives into newer stock recommendations
- Mizrahi’s Model Portfolio consisting of his “buy it now” list
- Trade Alerts
- Weekly Updates on positions he holds and when to buy or sell one’s holdings
- Free subscription to his daily e-letter, “Winning Investor Daily”
- 24/7 Members-only Website Access
- Limited time offer to Matt Badiali’s “Real Wealth Strategist” newsletter
How much does the Alpha Investor membership cost?
The current going price of the Alpha Investor membership is $47 for the first ever. Thereafter it will cost $97. As for the Real Wealth Strategist, once the free trial is over, members will be charged $97 per year as well. If Mizrahi’s approach fails to meet one’s investment goals, his 12-month money-back guarantee will allow one to request a refund. To do so, customer service can be contacted in the following ways:
- Toll-free phone: (866) 584-4096 (promotion: W190W527)
- Local and Outside U.S.: (443) 353-4446
- Mailing Address: P.O. Box 925, Frederick, MD 21705
Final Thoughts
Alpha Investor is a financial newsletter that is founded on Mizrahi’s three rules of investing. What makes his approaches unique among others is that they are realistic. Rather than focusing on short term investments or taking advantage of volatility, he focuses on the industry, the company’s performance, the management and its financial positions all of which limit risk of any sorts. The current price of $47 for the first year is definitely inexpensive and should be taken advantage of, at least for educational purposes.
As for sentiments surrounding this service, those who have been part of Alpha Investor gave it a rating of 3.6 out of 5 stars. While the reviews are limited (i.e. 5 to 18), it seems like investors have been generally satisfied with the investment performance, and quality of writing as seen on Stock Gumshoe. This is obviously not enough to affirm that Alpha Investor is a high performer but gives a sense of what people think of it so far.
Ultimately, it seems like Mizrahi prefers to limit risk and is open to diverse industries and if these are part of one’s trading goals, then Alpha Investor might be one to consider. To learn more about Charles Mizrahi and Alpha Investor, click here.
