Dealbook beta

How often is the newsletter published and how?

The newsletter is published on the website and via email on a monthly basis. It is accessible in the members are of the website.

Can I invest in the deals using Investors Alley as an intermediary?

No, you work directly with the firms offering these investment opportunities. Investors Alley does not service as a “middle man.”

Underground Income

What types of securities are part of the portfolio?

Closed-End Funds (CEFs).

How often and when is Underground Income published?

Underground Income is published monthly on the first Wednesday of the month.

When does the weekly video come out?

Monday afternoons.

When is the monthly live session?

The Underground Income monthly live session is hosted on the third Wednesday of the month and starts at 3:00 p.m. eastern. You can get the link and watch replays here.

Where can I send a question to Tim Melvin about Underground Income?

Use the Underground Income mailbag submission form here.

The 20% Letter

What types of securities are part of the portfolio?

Stocks and REITs.

How often is The 20% Letter published?

The 20% Letter is published monthly on the second Friday of the month.

When does the weekly video come out?

Wednesday afternoons.

Where can I send a question to Tim Melvin about The 20% Letter?

Use The 20% Letter mailbag submission form here.

Bank Takeover Letter

What types of securities are part of the portfolio?

Stocks, mostly those of small community banks.

How often and when is Bank Takeover Letter published?

Bank Takeover Letter is published monthly on the third Monday of the month.

When does the weekly video come out?

Tuesday afternoons.

When is the monthly live session?

The Bank Takeover monthly session is hosted on the third Monday of the month – the same day the newsletter is published – and starts at 3:00 p.m. You can get the link and watch replays here.

Where can I send a question to Tim Melvin about the Bank Takeover Letter?

Use the Bank Takeover Letter mailbag submission form here.

What is the difference between The 20% Letter and Bank Takeover Letter?

The 20% Letter is based on low price to earnings (PE), high dividend-paying bank stocks. We are not specifically targeting takeovers with this strategy.

In Bank Takeover Letter, dividends are not a factor. In fact, since most of them are not paying dividends they tend to have lower returns on assets than most banks. We are using the metrics that a potential buyer will use to specifically target takeover candidates. Shareholder activists also play no role in The 20% Letter but are a huge factor in Bank Takeover Letter. Earnings and dividends are integral to the strategy of The 20% Letter while Bank Takeover Letter is all about asset value and shareholder activists.

2023 Turnaround Project

What types of securities are part of the portfolio?

Small cap momentum and value stocks.

How often and when is 2023 Turnaround Project published?

2023 Turnaround Project is published monthly on the last Monday of the month.

When does the weekly video come out?

Tuesday afternoons.

When is the monthly live session?

2023 Turnaround Project monthly sessions are hosted on the first Thursday of the month – the same day the newsletter is published – and starts at 3:00 p.m. You can get the link and watch replays here.

Where can I send a question to Tim Melvin about the 2023 Turnaround Project?

Use the 2023 Turnaround Project mailbag submission form here.