I’m not a geopolitical expert by any means. So, my favorite features have been when you discuss specific stocks, commodities, etc, and relate those items to the general mood of the market and geopolitics. Examples being the uranium article not too long ago, or the article you are reviewing about the US becoming “Japanized.” Keep ‘em coming!
You got it Nick, welcome to the premium subscriber family!
I’ll be sure to keep the single name write-ups coming.
I’ll also add that I put a tremendous amount of pressure on myself with a high bar for any single write up as those typically a backdrop for our portfolio research.
I’d say for every 1 “focused piece” that I choose to write on we have already screened through hundreds of no’s OR maybe’s that sit on a watchlist.
I’ll consider adding updates to existing single name write ups, or even adding some of the No’s or Maybe’s into the mix. That way you can get a feel for our process and framework....
I’m not a geopolitical expert by any means. So, my favorite features have been when you discuss specific stocks, commodities, etc, and relate those items to the general mood of the market and geopolitics. Examples being the uranium article not too long ago, or the article you are reviewing about the US becoming “Japanized.” Keep ‘em coming!
You got it Nick, welcome to the premium subscriber family!
I’ll be sure to keep the single name write-ups coming.
I’ll also add that I put a tremendous amount of pressure on myself with a high bar for any single write up as those typically a backdrop for our portfolio research.
I’d say for every 1 “focused piece” that I choose to write on we have already screened through hundreds of no’s OR maybe’s that sit on a watchlist.
I’ll consider adding updates to existing single name write ups, or even adding some of the No’s or Maybe’s into the mix. That way you can get a feel for our process and framework....