This document outlines 3 easy steps for finding great investment ideas from the transactions of institutional investors. The steps are: 1) Visit Financials Analyst website to access processed data summarizing funds' quarterly 13F filings with the SEC, 2) See funds and managers with a good long-term track record and concentrated holdings, 3) Evaluate recent transactions of selected funds including percentage of holdings and average purchase prices as potential investment opportunities. The example shown highlights a successful investment by Dan Loeb's Third Point fund in Yahoo stock.

1. 3 EASY STEPS TO
GREAT INVESTMENT
IDEAS
(for real)

2. Take advantage of
public information from
institutional investors
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3. You don’t have to do it
alone
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4. Find out where funds,
with a good track
record, put their money
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5. Funds file form 13F with
the SEC every quarter
disclosing their positions
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6. We process this data and
summarize their transactions
Image by gustaffo89/flickr

7. THIS IS WHAT YOU DO
1. VISIT FINANCIALS ANALYST
2. SEE FUNDS/MANAGERS
3. EVALUATE TRANSACTIONS
& ENHANCE YOUR INVESTMENTS
www.financialsanalyst.com

8. 1. VISIT FINANCIALS ANALYST
www.financialsanalyst.com

9. 2. SEE FUNDS/MANAGERS

10. 2. SEE FUNDS/MANAGERS
Funds with good
long term track
record
Lower number of
stocks in concert with
a good track record
is a sign of strength

11. 3. EVALUATE TRANSACTIONS
Action taken
in this quarter
Percentage of
net holdings
Average
purchase price

12. EXAMPLE
By Q3 2011,Dan Loeb of Third Point took a 31.23%
position in Yahoo at an average cost of $13.71

13. YHOO PERFORMANCE
Since the release of Third Point’s 13F, Yahoo has roughly seen a 103%
rise. None of the indices showed the same gains.