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Module 7: Tracking Smart Money

In America, big funds, pushy activists, and company insiders must regularly confess what they own and what they want, in public, for free. This module teaches you to read those confessions: the 13F, the 13D, and the Form 4. The golden rule throughout: watch the smart money to learn, never to copy.

  1. The 13F: every big fund’s quarterly confession - what every big fund must reveal, and why the news is 45 days old.
  2. Reading a superinvestor’s portfolio without copying it - why the thirty tracked investors are picked by concentration, not size, and how to use a portfolio as a check on your own homework.
  3. The 13D: when an investor wants change - the fast filing that says “I own 5% and here is what I want.”
  4. Insiders buying their own stock - the Form 4, the fastest filing, and why buys speak louder than sells.
  5. A tour of the Smart Investor Tracker - one free page that gathers all of the above, with sources attached.
  6. Building your own watch habit: fifteen minutes a week - a tiny weekly routine that turns filings into understanding.

StockAnalysis.com links in this module carry The Microcap Minute’s referral code. Nothing in this module is investment advice or a recommendation.