KKR

KKR & Co. LP

Trading Strategies

Don't Pay a Wall Street Hack for Your Research; These Tools Can Get the Job Done for Free

When it comes to our investing toolkit, all we really need at our disposal are the hammer and the nail.

In other words, you don't need fancy bells and whistles to find undervalued companies ripe for market-crushing profits.

You don't need a broker who's probably ripping you off, and you especially don't need a Bloomberg terminal that costs $24,000 a year and takes up half your office.

All you need are the basics, most of which are free, publicly available, and right at your fingertips.

That's right: Independent research does it every time.

I've mentioned here before that publicly available 13F filings are one of the best tools retail investors can use to find unreasonably lucrative investment opportunities and gain and hold a profitable, sustainable edge.

I like to dig through these documents filed by money management firms every quarter to see exactly what the Wall Street bigwigs are buying and selling, as well as measure how well they're performing compared to the previous quarter.

By doing that, you get an exact picture of what the best and, let's be honest, worst investors are doing with their clients' funds.

And over my more than 27 years in the markets, I've dug through enough financial filings with my shovel and hard hat in tow to understand the most important lesson in investing...

Earnings

Some of the Richest Guys on Earth Revealed Their Secrets on These Calls; Here's the Scoop

We're coming up on the last few weeks of earnings season… and one of my favorite parts.

That's because the absolute masters – the wizards, the "special forces" of money, the private equity pros – are reporting their earnings and giving their must-have take on the state of the markets and the global economy.

Why is this a can't-miss call?

Because there are some huge opportunities to be had following along with geniuses like Apollo Global Management LLC's Leon Black and KKR & Co. LP's Bill Janetschek.

These folks make serious money. Some of them won't get out of bed unless they can lock in a market-crushing 15% or 20% to do it.

And if you go and do likewise, if you position your money and align your investing with the private equity giants, you can crush the market, too.

Because believe me, ho-hum indexing returns won't cut the mustard for a comfortable retirement...