Many Alpha Investor reviews have been touting Charles Mizrahi’s knowledge and investing acumen as top of the market, and we wanted to see what the hype was all about. Read our Alpha Investor review for the full breakdown of this value-focused newsletter service.
What Is Alpha Investor?
Alpha Investor is a value investing newsletter that offers weekly updates, trade alerts, monthly briefings, and access to a model portfolio. It’s led by Charles Mizrahi and published by Banyan Hill Publishing.
As the name suggests, Alpha Investor sets its sights on returns that exceed market benchmarks. The newsletter’s focus is to help you identify great companies trading below their true value so you can potentially capitalize on them.
Mizrahi’s approach will likely appeal to anyone looking for stock recommendations based on a value investing strategy.
Many stock-picking services tend to lean toward growth investing, which puts Alpha Investor in a unique position. And we appreciate that it tackles a popular niche that seems to go underserved in this industry.
There’s more under the hood, but Alpha Investor is your one-stop shop for Charles Mizrahi’s latest insights and market predictions.
Before we dig into the details, let’s look at the service’s lead. Who is Charles Mizrahi, and can you trust him?
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Who Is Charles Mizrahi?
Charles Mizrahi is a seasoned stock picker who has seen success as a hedge fund manager and professional trader.
Not long after working for others, he decided to go off on his own and start his firm at the age of 23.
Charles grew his business, expanding his client base to large financial firms. This includes some of the most prominent investment banks in America.
Despite his successful career as a trader (including earning the title of Barron’s No. 1 trader in the country), Charles eventually decided to hang up his suit after 40 years. He turned his focus toward helping everyday folks navigate the market.
Charles’ dedication to Main Street led him to write his highly acclaimed book Getting Started with Value Investing (Wiley). This is also the reason he launched Alpha Investor and 8-Figure Fortunes trading services.
Is Charles Mizrahi Legit?
Charles Mizrahi is a well-respected investment writer who knows the ins and outs of value investing.
He’s a Wall Street veteran with an impressive track record and has a keen eye for undervalued stock picks.
Alpha Investor subscribers can rest assured knowing they’re in good hands with Charles.
>> Access Charles Mizarhi’s latest stock picks now! <<
What Is Banyan Hill Publishing?
Banyan Hill Publishing is a leading publisher of trade ideas and wealth-building tips. It has provided investment insights for readers since 1998.
As someone busy with life, you don’t want to worry about the credibility of the publications you’re reading. That’s why we really like Banyan Hill Publishing.
With over 700,000 daily readers, it’s clear that Banyan is doing something right to reach so many subscribers.
This publisher often presents views that break away from conventional stock market wisdom. At first glance, these ideas may seem eccentric, but they’re exactly what pushes Banyan Hill Publishing ahead of its competition.
Each of its newsletters provides a different investment approach to accommodate readers with varying interests.
Regardless of which newsletter you choose, you’ll get periodic updates from experts who devote their time and energy to penning exceptional wealth-building strategies.
Charles Mizrahi’s MLP Checks Presentation
Charles Mizrahi’s latest investment focus is in the energy sector. Specifically, he’s been touting the value of MLPs, or Master Limited Partnerships.
His presentation for Alpha Investor teases the two stocks he recommends for maximum returns in this sector—you’ll get the names when you subscribe.
There’s a reason Mizrahi focuses on high-income sectors like resources extraction and energy (oil and gas). In his presentation, he points out the opportunities for increasing cash flow by investing in energy MLPs, which come with certain tax advantages.
His pitch prioritizes strategic investments in energy-critical stocks with his expert guidance. As Mizrahi explains, MLPs come with many advantages over traditional stock options, which I’ll explain in more detail below.
>> Get the full scoop on the MLP Checks presentation <<
What Are MLP Checks?
MLP checks are payouts for investments in companies called Master Limited Partnerships. These companies are unique to the energy sector, providing cash distributions or “checks” to their partners, similar to publicly traded securities.
The reason MLPs are structured this way is, due to the national importance of their oil and gas products, they don’t pay federal corporate taxes!
This means that while investors typically pay taxes on their cash payouts, MLPs are able to pass their after-tax savings back to investors, who can report their cash distributions as personal income.
I should clarify for those new to the field that this isn’t how after-tax returns normally work for corporate investments. The profits are usually taxed as dividends.
This setup gives MLPs and their investors a unique position to outperform traditional investments with the right stock options.
How Do They “Crush Traditional Investments”?
As Mizrahi explains it, MLPs “crush traditional investments” in large part due to the advantages of their federal status.
Since oil and gas distribution are critical operations, MLPs don’t pay federal income tax. This is how they can boost their investors’ cash distributions beyond a normal corporation’s abilities.
Additionally, MLPs are uniquely protected from inflation due to their industry. While most corporations lose cash flow due to inflation, rising energy prices increase revenue for MLPs, potentially increasing the payout as well.
Yet despite their federal status and partial inflation protection, MLPs are still publicly traded companies that can be easily bought and sold. For investors, this is a win-win.
According to Mizrahi, these advantages allow investments in MLPs to offer higher returns and safety than a traditional investment. Unlike most company dividends, MLPs can pay out 100% of the profits to their silent partners.
These stocks also tend to be less volatile than traditional investments due to their industry structure, which prioritizes long-term contracts with government clients.
With the right guidance, Mizrahi argues that MLPs are strategically profitable and uncommonly safe investments for those looking for stocks with high yield and low volatility.
Charles Mizrahi’s MLP Prediction
Mizrahi recommends playing the opportunity for high returns in MLPs by scoping out the companies with the most business coming down the pipeline (literally).
Companies like the ones Mizrahi recommends are publicly traded MLPs with huge cash distributions due to their far-reaching energy production and advantageous tax positions.
He mentions a Toledo company set to pay out $3.1 billion in MLP checks to its silent partners. Another in Tulsa is worth $865 million, and so on.
Mizrahi’s current research, outlined in his members-only model portfolio, points to the stock profile picks each month that will yield the best projected returns for MLP investments.
The portfolios and recommendations get weekly updates, which is something I love about this package. Mizrahi also talks with members about his current energy sector research in monthly briefings, giving a technical analysis that’s easy for anyone to understand.
If I want to successfully navigate the complex world of energy sector investments, I’ll need this consistent guidance from industry insiders to walk me through the relevant assets (such as storage facilities and pipelines), point out trends, and engage the advice of other commodity trading advisers, who are usually out of my reach.
By signing up for Mizrahi’s MLP research updates under the latest deal, members gain instant access to his advice and experience along with numerous bonuses.
Keep reading my Alpha Investor review to learn what I gained when I joined his program.
>> Unlock Charles Mizrahi’s MLP picks now! <<
Alpha Investor Review: What’s Included?
Alpha Investor offers valuable features that will help you make wiser decisions when it comes to trading. Here’s what you’ll get when you subscribe.
One Year of Charles Mizrahi’s Alpha Investor Newsletter
Charles Mizrahi’s monthly Alpha Investor newsletter is the vehicle for receiving your monthly briefings.
Mizrahi provides a comprehensive analysis of companies he believes could grow exponentially within the next few years. All his thoughts are distilled down in his newsletter, and he covers a different topic each month.
Throughout the years, he has developed a unique approach to stock-picking: the Alpha-3 approach.
Here’s what it looks like:
- Step 1 – Alpha Market: If a company is within an industry that has the potential to grow over 100% in the next few years, then it is considered to be in an Alpha Industry.
- Step 2 – Alpha Management: Companies with a great leadership team and CEO with a solid track record of increasing revenue, earnings, and share price over time have Alpha Management.
- Step 3 – Alpha Money: Charles studies each company’s income statements, balance sheets, and cash flow statements to determine whether they are fundamentally sound. If they do, then they have Alpha Money.
Comprehensive strategies like this make Mizrahi’s analysis always worth your time.
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Charles Mizrahi’s Model Portfolio
Alpha Investor subscribers gain access to Charles’ model portfolio along with the newsletter.
This will keep you in the loop with all of his current stock recommendations.
If you’re eager to implement Mizrahi’s insights, the model portfolio is a great place to start. You’ll have at least one new stock recommendation every month so you can continually add to your own portfolio.
Weekly Updates
In addition to the Alpha Investor newsletter, you also receive weekly updates.
For those who don’t have the time to worry about the markets, this is a great feature. Charles provides updates on how each position is doing and big news affecting the economy.
This is especially useful for people who want a more hands-on approach and aren’t content passively investing their money.
Take note of these weekly updates if you want to invest alongside Charles while learning from him. They’re a great way to keep tabs on what’s happening in the value investing space and stock market.
Dedicated Customer Support
If you’re ever confused about anything, Alpha Investor has a team of customer service experts ready to assist you.
They can answer any questions regarding Alpha Investor or any of the services and features that come with your membership.
Banyan Hill Publishing’s customer service center phone number is 866-584-4096, and their email is alphainvestor@banyanhill.com.
>> Get these features and more with the latest package <<
MLP Bonus Reports
You’ll also get these bonuses if you sign up under Mizrahi’s latest deal.
MLP Checks: The $17.9 Billion Energy Payout
The first bonus is a special report called MLP Checks: The $17.9 Billion Energy Payout.
In this report, Mizrahi details multiple MLP investments, including the one he calls “one of the largest and most diversified networks of pipelines in the nation.” Due to its reach in the energy transport sectors of 38 states, he calls this company “The Amazon of Dallas.”
But what really makes this investment stand out is that this MLP has just locked in a deal for liquefied natural gas sales for the next 20 years, guaranteeing cash flow for the next two decades.
Getting access to this report makes me feel like an insider and silent partner on the ground floor. And that’s just one of Mizrahi’s picks for MLP investments, which stretch from the Dallas oil fields to the Canadian oil sands.
According to the report, these MLPs pay out twice as much as real estate investments and five times as much as a conventional stock dividend.
Alpha Investor Made Easy: 5 Minutes to Successful Investing
The second free bonus in Mizrahi’s investment package is called Alpha Investor Made Easy: 5 Minutes to Successful Investing. This report is aimed at novice investors who want to expand their knowledge base.
This accommodation for those who are new to investment concepts and strategies is easily one of the best things about Mizrahi’s package.
Many similar products make it difficult to fully benefit from the advice unless you’re already a seasoned investor. This quick-start guide is a great way to get eye-level with an experienced guru and learn practical how-to advice for taking stock recommendations and actually using them in the real world.
I have to admit that 5 minutes may be a bit exaggerated since I’m sure a lot of new members won’t even get past the initial concepts in that time. Thankfully, you can take as much time as you need to review and digest this free report.
How to Build a $1 Million Retirement
The final bonus is a practical historical analysis called How to Build a $1 Million Retirement—a topic that hits home for anyone planning to extend their investment plan to retirement.
The report points out that economically difficult times are often key opportunities for the right investments. Examples include Warren Buffet, whose investments during the oil shock in the 70s made his fortune.
According to this report, crisis may spell danger, but it also spells opportunity. MLPs are positioned in this report as the modern equivalent of those crisis-time investments that changed the course of the stock market forever.
The best part about this advice is I can take as much or as little of it as I want to customize my investment profile for my experience level. The expert advice is there to guide you, not confuse you.
>> Access all these bonus reports now! <<
Charles Mizrahi’s Money-Back Guarantee
Charles Mizrahi offers a 30-day 100% money-back guarantee on every Alpha Investor subscription.
In my experience, 30 days is a fairly common guarantee, so this is a pretty standard policy. Nonetheless, it should provide all the reassurance you need to give the service a shot.
You can try it out for an entire month with access to every feature. If you decide that you’re not satisfied, you can cancel your subscription and get your money back.
Charles believes in his investing advice, and his cancellation policy is a testament to the quality service he provides.
Is Alpha Investor Legit?
Alpha Investor is a legit newsletter service that provides subscribers with accessible stock recommendations and insights into the world of value investing.
It’s led by seasoned Wall Street veteran Charles Mizrahi and boasts impressive results.
All in all, Alpha Investor has the makings of an excellent source of value investing wisdom.
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Pros and Cons
Alpha Investor is a top-notch service that provides relevant stock recommendations and extensive insights into the stock market. However, there are some areas where the service could improve.
Here are some pros and cons I found during my Alpha Investor review:
Pros
- Led by talented guru Charles Mizrahi
- Trustworthy publisher in Banyan Hill
- Includes three bonus reports
- Competitively priced
- Detailed insights on MLPs
- Frequent updates and alerts
- Dedicated customer support
Cons
- No chat room or forums
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Alpha Investor Reviews by Real Members
Charles Mizrahi has been doing this for a long time, and he’s earned substantial praise from his followers over the years.
During his latest presentation, he shares testimonials from his members that will give you some insights into their experience with the service.
One subscriber, Rick, discussed how he joined Alpha Investor because Mizrahi’s picks kept beating his own.
Billy talked about how Alpha Investor helped him rebuild is 401k in just a matter of months.
Last but not least, a subscriber named Stuart thanked Mizrahi because he’s “living the American Dream” after making “a lot of money” with his advice.
I know these Alpha Investor reviews were hand-picked by Charles for this presentation, so I take them with a grain of salt, and I recommend you do as well.
Nonetheless, the experiences described are impressive, and they show that members are achieving success with Alpha Investor.
I’ve also seen positive Alpha Investor reviews on aggregate review sites like Stockgumshoe, where it has a score of 4.1 out of 5.
Given its positive public score, I’m inclined to view these Alpha Investor reviews by members as credible.
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How Much Does Alpha Investor Cost?
A one-year subscription to Alpha Investor costs $199 on the Banyan Hill website.
However, Charles is offering a significant discount to remove any barriers for everyday folks to join.
He wants to help as many people from all walks of life achieve financial prosperity, so he’s offering the entire package for only $49.
At that rate, your average cost comes to just over $4 a month, and you’ll receive everything in this review, including the three bonus reports and the 30-day money-back guarantee.
Is Alpha Investor Worth It?
After a thorough Alpha Investor review, I can say this is a high-quality newsletter led by a knowledgeable guru, and I think it’s a steal at its current price.
Alpha Investor is definitely worth it, especially when you consider that many similar services have begun raising their prices to the neighborhood of $150 per month.
There’s no telling if Alpha Investor will follow their lead in the future, but for now, it’s still going for $49, and it’s a heck of bargain.
Mizrahi’s impressive professional career precedes him, and he has a solid track record of penning excellent investment ideas.
Alpha Investor alone is valuable, but the bonus reports and steep discount make it an even better deal. Considering it comes with a 30-day guarantee, that’s a straight bargain for $49.
If you’re looking for a way to make your money work for you and grow your savings, I recommend you keep Alpha Investor on your radar.
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