There is no shortage of written content aimed at investors, from online stock pitches to manager interviews to tweets. But this vast universe has a quieter corner, where students of fundamental value investing can read and think. It’s a small world perhaps, but a sincere and private one. This is the world of the Private Investment Brief.
Founded in 2010 as the original Santangel’s Review newsletter, the PIB publishes case studies of investment ideas. Each case study presents an investment thesis that can be acted on, but we aim to go beyond the typical table-pounding elevator pitch and "invest in ourselves" by exploring various themes–industry history, accounting wrinkles, recurring patterns of success and failure, etc.–that give food for thought to the fundamental value investor. We invite you to read a free sample issue to see for yourself.
We usually collaborate on our case studies with some of the best small money managers in the world—often years before they become well known to institutional investors—for whom the PIB provides perhaps the best showcase of their daily work. This has earned the PIB a discreet and loyal subscriber base of family offices, foundations, endowments, and individual investors—as well as many other money managers worldwide. We invite you to join us and subscribe.
Nadav Manham is the founder and publisher of the Private Investment Brief. A graduate of Yale College, he worked for Elliott Management Corporation and is the co-founder of Santangel’s Review.