Wisdom Investments
Coverage and the recommendation table
Every open idea, on one page, with the date it was published, the basis it rests on and the condition that would force it to be reviewed.
How to read it
The table below is the product. Not a chat channel, not an alert — a dated, auditable record in which every row can be traced back to a written report, and every open position carries a condition for changing its mind.
| Reco date | Symbol | Price on reco date | Rating | Valuation basis | Review trigger | CMP | Change | Remark updated | Report |
|---|---|---|---|---|---|---|---|---|---|
| — | —Company name | — | Open | The method the valuation rests on, named | The specific event that forces a review | — | — | — |
Structure shown for transparency. Figures appear only once there are real, dated positions to report; nothing here is illustrative of any result.
What each column commits us to
- Reco date and price on that date — fixed at publication and never revised afterwards. The entry price is whatever it actually was, including when that is inconvenient.
- Rating — Open, Under review, or Closed. There is no scale of enthusiasm; an idea is either live and defensible or it is not.
- Valuation basis — the method the number rests on, named, so you can disagree with the method rather than with the conclusion.
- Review trigger — written before the position is opened, not after it moves.
- Remark last updated — a date. If it is old, the thesis has not changed. Silence is recorded here rather than left to inference.
- Report — the full dated document. Every row links to one. A row without a report would be a tip.
Change columns are not a track record and are not published as one. A live gain or loss against a reco date is a fact about one position on one day. It is not a return you would have earned, it does not net fees, taxes, slippage or the ideas that were closed, and it must not be read as an indication of future results.
Analyst holdings and the trading blackout
Any holding by the Research Analyst in a covered company is disclosed inside the report on that company. Separately, a strict personal-dealing blackout applies around every publication: no dealing in a recommended security for 30 days before and 5 days after research on it is published. The full policy is in the Internal Policy.