Back in the summer of 2005, I was really excited about the potential of a new wireless technology called WiMax and the prospects of graphics card maker ATI Technologies, which was about to launch its next generation of products to compete against rival Nvidia (NVDA). While sharing my thoughts about both these opportunities with my cousin by email, I figured it may be a good idea to also send this snippet of information to all my friends and family members in the form of a newsletter. InsideArbitrage was born as a small and simple email sent just before midnight on August 2nd to less than 100 people.
If I had any idea what I was getting into that night or the time and effort it was going to take in the coming months, I would have probably gone to bed early. But I am glad I did not and looking back at the last two years, I have to say the experience has been very fruitful and financially profitable thanks to the performance of my personal portfolios. Twenty three out of the twenty seven positions I hold in my personal portfolios are currently in the InsideArbitrage model portfolio or have been featured in the newsletters in the past. The returns of the InsideArbitrage model portfolio are given below and they are also independently tracked by Mark Hulbert of MarketWatch.com who has been receiving the newsletters since inception. Mark’s newsletter, the Hulbert Financial Digest (HFD) has been tracking the records of investment newsletters for almost three decades.